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Showing 21 - 30 of 1421 results for %22Financial Analysis%22

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... savings left the system illegally via SMSFs. "Prohibited loans are another way that trustees inappropriately provide financial benefits to many parties in the 2020 and 2021 years. Our analysis found that SMSFs entered into over $200 million in prohibited ...

Mergers a boon for super member growth

KARREN VERGARA  |  MONDAY, 19 FEB 2024
... analysis from Perple - People Performance, underscored by mergers and stiff competition. Using APRA data of the 2022-23 financial year, Perple found that merger activities drove most of the movement in member numbers. Mercer recorded a whopping 181% ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... Investment returns for APRA-regulated superannuation funds lagged self-managed super funds (SMSFs) by 4.1% in the 2021-22 financial year, according to the University of Adelaide. During this period, while the S&P/ASX 200 index declined by more than 10% ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
Research commissioned by the Financial Services Council (FSC) reveals that within the next decade, nearly one-fifth of Australian households will become eligible to purchase wholesale products without retail consumer protections. Accordingly, the research ...

Highest paid industry super executives revealed

ANDREW MCKEAN  |  FRIDAY, 9 FEB 2024
Australia's highest paid industry super executives have been revealed in an analysis obtained by Financial Standard. AustralianSuper chief investment officer Mark Delaney was the top earner, receiving over $2 million in total compensation, according ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Financial advisers can now access premium content and portfolio analytics via J.P. Morgan Asset Management's upgraded adviser portal. JPMAM said it's focused on "providing access to new tools and functionality in a more customised way for advisers." ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... is focused on "protecting the safety and resilience of regulated entities, promoting confidence and stability in the financial system, and supporting the community to achieve good financial outcomes." As part of this, APRA pinpointed asset valuation ...

GCI welcomes investment director

CHLOE WALKER  |  THURSDAY, 1 FEB 2024
... transactions with no capital losses, making him a natural and strategic fit for the team," Stone said. With over eight years in financial services and property finance, Stone said Grajczyk brings an extensive skillset and a shared value in helping clients ...