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SUPERANNUATION

Financial planning

ASIC has permanently banned Mark Steven Grevsmuhl from providing financial services due to serious fraud convictions....

Superannuation

Constant tinkering and complexity of superannuation would make the family home better than super and may help fund retirement, according to Homesafe MD....

Superannuation

Australia’s superannuation system had a robust standing on the world stage but its generous social security system risked adding to the national deficit. ...

Policy & Regulation

Government regulations imposed on Australia’s wealth management, banking, and superannuation sectors were more likely to disrupt the industry than innovation....

Tools & guides

Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...

Financial planning

NAB’s insurance transaction with Nippon Life has resulted in consolidation and the creation of the largest retail super fund....

Superannuation

Mine Wealth + Wellbeing has recruited CFS executive manager, Vasyl Nair, as its new chief strategy officer....

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Superannuation

The financial services industry continued to place blame squarely at the feet of both major political parties for the election outcome for engendering uncertainty by tink...

People & Products

Audit and advisory firm, BDO, has recruited experienced superannaution specialist, Mark Wilkinson, to lead its superannuation offering....

Superannuation

The collapse in the Coalition’s Federal Election vote should stand as a warning on the cost of tinkering with super....

Superannuation

Managed portfolios from wealth management platform provider, HUB24, will make SMSF opportunities in Australia more far-reaching....

News

Super administrator, Link Group, has rebranded its advice provider, Money Solutions, to Link Advice to offer holistic advice....

Policy & Regulation

The ASX’s proposed IPO rules will mean nearly all retail investors and SMSFs will not have the opportunity to invest in most IPOs, according to a capital raising platform...

Financial planning

Advisers need to hold their clients to account with their personal ad-hoc record keeping, so they don’t exceed the contribution caps. ...

Features

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...

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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 2 days 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

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 6 hours 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 5 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 5 days ago