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SUPERANNUATION FUNDS
Financial planning
The latest SuperRatings data has revealed returns for the balanced investment option on most superannuation funds during the month of September were strong, with a median...
Financial planning
The Government should proactively encourage Australians to seek superannuation advice to help maximise their retirement incomes, according to the Financial Planning Assoc...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
Financial planning
Australian investors are spending four times the amount on overseas property compared to the same time last year, according to Jones Lang LaSalle research....
Financial planning
Many financial planners are declining to make superannuation switching recommendations due to a dearth of available research into individual funds, particularly industry ...
Financial planning
The Australian Securities and Investments Commission has welcomed early reporting of misconduct by financial services licensees and banned a former Genesys financial advi...
Financial planning
ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...
Financial planning
After an extensive consultation period with industry bodies and other stakeholders, the Government has announced the final version of its Plan to Simplify and Streamline ...
Financial planning
An authorised representative of Count Financial has had limitations placed on his advisory activities by the regulator after a follow-up investigation into the superannua...
Financial planning
Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....
Financial planning
AMP Financial Planning has given the Australian Securities and Investments Commission an enforceable undertaking relating to the provision of superannuation switching adv...
Financial planning
A legal loophole that allowed the funnelling of money into superannuation to defeat creditors will be closed under changes announced by the Federal Attorney General and t...
Financial planning
The value of a Parliamentary Inquiry, the terms of reference of which appear to favour retail superannuation funds over their industry counterparts, is being questioned b...
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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...