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SUPERANNUATION FUNDS
Policy & Regulation
A parliamentary inquiry will be looking into the implications of capital concentration and common ownership from banks, superannuation funds, investments funds, and hedge...
Financial planning
Industry superannuation funds have been delivered a clean bill of health on their use of third-party advice services. ...
Superannuation
While there is a possible danger of members remaining in poorly-performing super funds, this is the better option than them accumulating multiple accounts. ...
Financial planning
Sydney University research has suggested that accountants and financial advisers will be beneficiaries of the Government’s move to increase the maximum number of SMSF mem...
Superannuation
The Australian Securities and Investments Commission is backing the Federal Court’s precedent in the IOOF case on how and when superannuation funds can use member reserve...
Superannuation
The average balanced investment returned flat for the 2019/20 financial year, after the pandemic wiped 37% of the Australian share market from peak to trough in March and...
Superannuation
New analysis from Frontier Investment Consulting suggests that the volatility generated by COVID-19 has raised real questions about the Australian Prudential Regulation A...
Financial planning
The top client issue dealt with by advisers in May was concessional super contributions, compared to April when early access to super dominated clients’ questions, accord...
Superannuation
The threat of sequencing risk is “diabolical” for retirees and pre-retirees and leaving them in danger when there is a market collapse, according to Cor Capital. ...
Superannuation
A major industry fund, LUCRF has revealed the manner in which the Australian Taxation Office has at first approved hardship early release superannuation requests and then...
Superannuation
Smaller superannuation funds should be considering mergers or heading for the exit, according to a new report which suggests Australia’s optimal number of funds is 15, do...
Superannuation
Most super members believe their fund automatically de-risked to protect their investments from losses during a downturn and did not know asset allocation was an importan...
Funds management
Assets such as infrastructure are failing to provide defensiveness during sharp market downturns, according to Cor Capital. ...
Superannuation
Superannuation funds can play a major role in Australia’s economic recovery post pandemic but current unstable policy settings would constrain the ability to invest in im...
Financial planning
Financial advisers should report any concerns they have about superannuation funds breaking the intra-fund advice rules to the Australian Securities and Investments Commi...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...