SUPERANNUATION

Superannuation

The industry funds have given a cautious welcome to the Budget super changes but expressed concern about ultimate purpose of super....

Features

While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...

Features

While advisers need to strategise around the myriad of superannuation changes tabled in the 2016 Federal Budget, they should not implement changes just for the sake of it...

Superannuation

The big banks did not appear to have any systems or services in place to assist their members to recover unpaid super, according to ISA....

Tools & guides

Tim Howard looks at the changed treatment of certain contributions to defined benefit schemes....

Superannuation

Business owners, particularly women, were neglecting to pay themselves superannuation, and risked reaching retirement with a considerably lower balance than salaried empl...

Financial planning

The paternalistic attitude towards superannuation is not sustainable if the industry wants to close the gender wealth gap, according to the FSC....

Editorial

Allowing young Australians to access their super to fund home purchases is tantamount to crossing a quarter-horse with a donkey to deliver a not very pretty mule....

Features

Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...

Tools & guides

Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....

Superannuation

Superannuation fund returns were driven higher in March thanks to continued gains from the Australian share market, according to SuperRatings....

Editorial

What is the difference between a ‘rebate’ and a ‘commission’ and is a different standard being applied to the ‘risk sharing rebates’ paid to industry funds by insurers?...

Features

An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...

Features

John Berrill looks at the changes the ISWG have put forward to shake up the life insurance industry....

Superannuation

It will be the end of some retail funds if investment returns are the focus of the default super fund criteria, SuperRatings believes....

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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 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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