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SUPERANNUATION

Financial planning

With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...

Life/Risk

The proposed stapling of superannuation funds may leave some members ineligible to claim against their own policy after paying premiums if they are injured or ill while w...

Superannuation

Consultants are handling an almost unprecedented number of corporate superannuation fund reviews, with the likelihood that industry superannuation funds will emerge as wi...

Superannuation

The Australian Prudential Regulation Authority has raised eyebrows by revealing the degree to which it wants to influence which funds merge with which. ...

Financial planning

The Australian Securities and Investments Commission has confirmed it is closely monitoring the delivery of financial advice by superannuation funds against the terms of ...

Superannuation

The efforts of vocal Government backbenchers to pursue policy changes to superannuation would be blunted if only employer representatives on industry super fund boards wo...

Superannuation

Superannuation funds may struggle to be as competitive without using digital advice to scale as the need to close the advice gap increases, according to Bravura solutions...

Superannuation

The Government has made it official by stating in the Budget that early release superannuation will not be allowed with respect to domestic and family violence....

Features

Mike Taylor questions whether a superannuation fund which experiences multiple failures of the proposed Australian Prudential Regulation Authority superannuation fund per...

Superannuation

The newly launched REST Sustainable Growth Option fund’s equity allocation would be managed by Parametric and Calvert. ...

Tools & guides

As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid....

Funds management

Women retire on average with a balance of $122,848 in super compared to men who, on average, retire with $154,453, according to the Association of Superannuation Funds Au...

Superannuation

Far from embarking on spending sprees, the majority of those who accessed their superannuation early used the funds for paying off household bills or mortgages, according...

Superannuation

There is a very real chance that many super members will fall short financially when they retire as only 20% of members have consistently topped up their fund, according ...

Life/Risk

The Federal Opposition says it is willing to listen and be convinced about life insurance and commissions....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago