SUPERANNUATION

Superannuation

Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to...

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Superannuation

The 2021 calendar year to date has shown robust growth suggesting funds are likely to record another year of healthy returns, according to SuperRatings. ...

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Superannuation

With increased regulatory change along with growth, superannuation funds have increasingly inhoused investment functions meaning there has been more immediate knowledge o...

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Funds management

The big four bank expects its remediation program related to financial advice is “largely finalised” although it has provision to pay out a further $1.14b in total remedi...

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Superannuation

Administration fees on Choice products are 40% higher than for MySuper products, according to the regulator, with a $100,000 balance paying $391 per annum....

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Superannuation

The removal of the threshold is expected to benefit around 300,000 people, of whom about 63% are female....

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Superannuation

The Federal Court has ordered Colonial First State Investments Limited to pay a penalty of $20 million for misleading communications with members. ...

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Superannuation

Young women were among the hardest hit by the COVID-19 pandemic and may never be able to recover retirement savings lost during the 18 months of the pandemic, according t...

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Life/Risk

Financial Services Council superannuation and life insurance members will be prohibited from the use of exclusions and restrictive disability definitions because a super ...

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Superannuation

After a strong decade of returns despite a low-rate environment, returns in the superannuation industry are unlikely to be as strong, according to a panel of industry sup...

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Tools & guides

John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients....

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Policy & Regulation

The draft legislation will codify the obligation for superannuation trustees to have a retirement income strategy which outlines how they plan to assist their members....

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SMSF

There were around 13,000 fewer wind-ups of self-managed super funds in FY21 than in the previous year with the number falling to just over 2,000, according to the Austral...

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Superannuation

The Federal Court has found that it made false or misleading representations to members to avoid them moving to the MySuper product....

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Superannuation

As Senator Andrew Bragg calls for open access for super, Aware Super has reiterated calls for a clear industry objective to be in place....

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MARKET INSIGHTS

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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 16 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 17 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 16 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