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SUPERANNUATION FUNDS
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....
Superannuation
Making concessional and non-concessional contributions to superannuation funds are among the most common queries asked by financial advisers, according to AMP....
Superannuation
The amount needed to set aside for a comfortable retirement continues to grow, as Finder indicates the figure is approximately double what Australian retirees will actual...
Superannuation
With the calendar year end fast approaching, research house Chant West has shared how much it is expecting the median growth super fund to return for the 12-month period....
Funds management
Investment platform DomaCom has entered into a non-binding memorandum of understanding with super advice technology platform Super Fierce to offer residential property in...
People & Products
Morningstar has hired former Adviser Ratings chief executive, Mark Hoven, to drive the firm’s expansion in the superannuation and retirement space....
Superannuation
SuperRatings has released the latest data for superannuation fund performance in the third quarter of 2023....
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Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...