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SUPERANNUATION
Superannuation
Super funds’ asset allocation is a more influential element on their performance than their size or scale, research by Frontier Investment Consulting concludes....
Superannuation
The super system has been a “major success” with a majority of retirees saying compulsory super has given them a comfortable retirement, according to a new survey....
Superannuation
The Australian Securities and Investments Commission is calling on superannuation trustees to improve the effectiveness of target market determinations after a sample rev...
SMSF
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...
Superannuation
The prudential regulator is pushing for superannuation funds to merge to deliver member benefits but some are facing ‘consolidation indigestion’ in the process....
Superannuation
ASIC has conducted a review into how superannuation funds communicated their performance test failures to members, revealing some may have risked misleading members....
Superannuation
Net assets per adviser in self-managed superannuation funds have more than doubled since 2019 as the adviser exodus means remaining firms are taking on more clients....
Superannuation
Analysis from SuperRatings predicts that approximately 20% of superannuation options will fail this year’s performance test due in August....
Superannuation
Australia has a large untapped workforce of older Australians who would delay retirement for up to 10 years if they were able to switch careers and achieve a better work ...
Superannuation
The prudential regulator has confirmed it is expecting to see the rapid pace of consolidation among superannuation funds to continue for the next two years....
Superannuation
The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...
Policy & Regulation
Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...
Superannuation
Superannuation funds have a role to play in providing advice as research by KPMG has found those members who sought advice were less likely to switch funds during market ...
Policy & Regulation
ASIC has cancelled the registration of 10 auditors of self-managed superannuation funds who failed to lodge their annual statements....
Superannuation
Wilson Asset Management founder, Geoff Wilson, has written to both political parties to seek understanding there will be no changes to superannuation rules following the ...
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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...