SUPERANNUATION FUNDS

Superannuation

Australian Super, which has $315 billion in member assets and 3.3 million members, has shared its annual returns for the FY23-24....

Funds management

Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....

Financial planning

With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....

Financial planning

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first....

Financial planning

Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...

Financial planning

Advisers could find themselves unable to receive the fair market price of their advice as the Delivering Better Financial Outcomes legislation states superannuation trust...

Financial planning

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect o...

Financial planning

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

Financial planning

Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....

Financial planning

ASIC has shared findings on the role of advice licensees in the oversight of superannuation fund performance, highlighting their approved product lists and use of researc...

Funds management

Australian Ethical has reported a 15 per cent FUM rise as it scales up the business to benefit from a mega trend of responsible investing. ...

Financial planning

Providing inappropriate advice and receiving soft benefits from a telemarketing operation about superannuation switching are among breaches that have led to the Financial...

Superannuation

SuperRatings has revealed the estimated annual performance of balanced superannuation funds for 2023, welcoming the “strong return to form” after losses in the previous y...

Superannuation

ASIC has sentenced former director Mudasir Mohammed Naseeruddin over four years imprisonment for ‘egregious conduct’ and dishonestly obtaining client funds from six inves...

People & Products

Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

15 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 3 days ago