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| | | According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ... |
| | | | The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ... |
| | | | Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ... |
| | | | ... into retirement products and lift the ban on making contributions to a retirement phase super account. It added that, with member consent, the government should notify super funds about members' eligibility for pensions and other government support ... |
| | | | ... brands. This reorganisation will influence every component of Future Group's operational framework, including technology, member services, and the balance between insourced and outsourced activities. Part of the restructuring involves merging separate ... |
| | | | The Australian Prudential Regulation Authority (APRA) has proposed changes to operational risk financial requirements for registrable superannuation entities (RSE) licensees. The prudential regulators adjustments are designed to bolster the ability ... |
| | | | ... model to more conventional structures typical of listed fund managers. As of November 2023, the composition of the six-member board boasted five non-executive directors, among whom three possess "relevant" financial services expertise, alongside executive ... |
| | | | Mercer, AustralianSuper, Hostplus, UniSuper, and Brighter Super recorded the largest growth in member numbers, according to new analysis from Perple - People Performance, underscored by mergers and stiff competition. Using APRA data of the 2022-23 financial ... |
| | | | ... their Rest account for 13 continuous months or more, the default income protection insurance policy didn't provide the member with any coverage and when members held multiple income protection insurance policies at the same time, the policy provided ... |
| | | | Australians want total control over how they spend their retirement savings but are willing to seek professional advice to do so, a new Financial Services Council (FSC) survey finds. The poll of 2500 superannuation members conducted by C|T Group found ... |
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