SUPERANNUATION FUNDS

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...

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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. ...

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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...

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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...

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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...

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Funds management

Assets such as infrastructure are failing to provide defensiveness during sharp market downturns, according to Cor Capital. ...

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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...

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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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Superannuation

Superannuation funds may not have been responsible for the $150,000 early release fraud being investigated by the Australian Federal Policy but their members will ultimat...

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Superannuation

The enhanced service, in partnership with IdealRatings, will track equities and corporate bond portfolios to provide super funds with a “holistic view” of investments. ...

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Funds management

Australia is well-positioned to be at the forefront of the future of private capital, with total private capital assets under management reaching a record $68 billion. ...

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Funds management

Major consultancy Willis Towers Watson is arguing that super funds should be revaluing their unlisted assets more frequently to deal with the current volatility....

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Policy & Regulation

The Australian Securities and Investments Commission was only conducting five investigations relating to industry funds compared to 16 relating to retail funds. ...

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Financial planning

Confronted by almost record levels of inquiries to call centres, superannuation fund executives have again canvassed extending the scope of intra-fund advice. ...

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Superannuation

Both AustralianSuper and UniSuper have been reported as having imposed a downward revaluation of their unlisted assets....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 18 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 19 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago