SUPERANNUATION TRUSTEES
Financial planning
In response to the latest Intergenerational Report, the Association of Superannuation Funds of Australia (ASFA) and the Australian Institute of Superannuation Trustees (A...
Financial planning
AIST warns against the 'dumbing down' of existing balanced super funds and a potential worsening of the underinsurance problem; ASFA calls for legislative support to impr...
Financial planning
The first preliminary report of the Cooper Review has pointed to a new architecture for the superannuation industry based on members rather than products, with trustees a...
Financial planning
AIST calls for subsidisation of pre-retirement financial advice and tax deductibility for other advice....
Financial planning
ASFA and AIST backs report to remove the $450 monthly minimum threshold for superannuation guarantee payments, which they say mainly affects the super balances of women....
Financial planning
Big industry fund, Unisuper, wants trustees granted safe harbour from prosecution based on member investment decisions....
Financial planning
Australia's two major superannuation industry organisations support concept of a single legislative base for superannuation....
Superannuation
The Australian Institute of Superannuation Trustees has called on the Cooper Review to embrace the not-for-profit template for default funds while pushing SMSFs into APRA...
Financial planning
With new research revealing that Australian superannuation fund members remained rusted on to their funds despite the GFC, there are calls for more focus on the quality o...
Superannuation
The Australian Institute of Superannuation Trustees (AIST) is writing up guidelines that would require all its trustees to do a minimum of 30 hours continuous professiona...
Financial planning
'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Fina...
Financial planning
A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....
Financial planning
Financial planners should be able to access the same class relief as superannuation trustees when providing limited, infra-fund advice, according to the chief executive o...
Financial planning
Guardian Financial Planning head Steve Browning claims intra-fund advice should be termed 'informed guidance' rather than 'advice'....
Financial planning
ASFA has issued a paper to provide superannuation trustees with guidance on valuation and liquidity issues associated with unlisted investments....
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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...