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People & Products
Four senior consultants at actuarial and financial services consulting firm Professional Financial Solutions (PFS) will become equity partners and directors of the firm....
Financial planning
OnePath acknowledges confusion over super contribution caps, but urges planners to keep it simple....
Editorial
Too much attention on the details can mean forgetting about the fundamentals. David Court traces the intricate eligibility rules applying to SMSFs and the consequences of...
Financial planning
The use of advice technology by industry funds is not something to fear according to a technology provider....
Superannuation
Superannuation funds will soon have to provide consumers with greater transparency around investment risk with the introduction of a new industry guideline....
Superannuation
ASFA has moved to extend its education services to SMSF trustees....
Superannuation
While it is widely known that the expenses of retirees aged 70 are well above the full age pension, expenses for those aged over 90 still far exceed allowances from the G...
Superannuation
New research from ASFA reveals the cost of a comfortable retirement has increased....
Superannuation
The proposed lifting of the tax-free threshold for low-income earners has implications for super....
Superannuation
Retirees looking to lead a comfortable lifestyle will now need almost $700 extra per year....
Financial planning
National Australia Bank's (NAB's) direct asset manager business, nabInvest, has acquired a non-controlling interest in the US-based Altrinsic Global Advisors for an undis...
Editorial
While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...
Financial planning
The Federal Government has handed Medicare responsibility for administering compassionate early release superannuation....
Superannuation
The Australian Institute of Superannuation Trustees (AIST) has supported the Federal Government's budget proposition to clear up rules on capital gains tax (CGT) for trad...
Financial planning
BNP Paribas Investment Partners (BNPP IP) has launched a new fixed income capability in a bid to capture interest from investors seeking a more defensive option....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...