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Behavioural coaching is the best route to 'adviser alpha'

MARK SMITH  |  FRIDAY, 19 FEB 2016
... communication that goes one. But when asked what the adviser can do to improve the relationship lower fees was, unsurprisingly, top of the list but the other priorities are to do with communication - regular updates, greater frequency of contact and ...

Treasurer hints at super concession adjustments

MARK SMITH  |  FRIDAY, 19 FEB 2016
... highest earners. Very little that we put into super concessions go to the bottom 20%, by contrast, more than half go to the top 10% of earners. "Super is not there to be a tax incentivised estate planning vehicle. We all want to leave something for our ...

Topdocs adds Commonwealth Bank integration

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
Legal document provider Topdocs has created the ability for advisers to populate a Commonwealth Bank Accelerator Cash Account application - distributed by CommSec Adviser Services - at the same time as establishing their self-managed super funds through ...

SMSFs sell-down ASX favourites for global stocks

MARK SMITH  |  MONDAY, 15 FEB 2016
... it's a positive sign of increasing diversification by SMSF trustees, it's also reflective of the under performance of the ASX top 20 compared to the overall equity market for the period. "Despite the increase in international investments, the most common ...

Survey reveals super fund strategic priorities

MARK SMITH  |  FRIDAY, 12 FEB 2016
Post retirement products, member engagement and digital strategy remain top of superannuation funds' three-year strategic plans but new concerns are also being brought to the boardroom, according to a joint survey of fund chief executives by ASFA and ...

New standards for member engagement

DARREN SNYDER  |  MONDAY, 8 FEB 2016
... AustralianSuper continues to be the best all round fund for member engagement services. Other industry funds rounding out the top five funds for member engagement include: QSuper, NGSSuper, Sunsuper, and HOSTPLUS.

Actuaries Institute appoints new president

DARREN SNYDER  |  MONDAY, 8 FEB 2016
The Actuaries Institute is aiming to increase its influence in Australia's data analytics industry, appointing a new president to oversee the profession's changing business environment. New president Lindsay Smartt said many actuaries were now nominating ...

ISA says 15pct tax rebate no good

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... basis and not need to be revisited for a decade or more. "With an estimated 35% of all super tax concessions flowing to the top 10% of savers there is scope to retarget concessions to lower income rungs to deliver a fairer and more adequate retirement ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
Superannuation funds have been ramping financial advice services but they are not likely to enter the underdeveloped estate planning market in the near future. This is the view of advisory firm HLB Mann Judd Sydney which recently began its own estate ...

Financial Synergy makes big play in big data

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... and make sense of all data, and to then take appropriate action," a Financial Synergy statement said. The firm believes the top six trends in big data that will drive Australian super funds in 2016 include: moving analytics, discovery and prediction ...