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Showing 21 - 30 of 2784 results for %22Super Review%22

Coalition appoints shadow assistant treasurer, financial services minister

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... Bragg said in accepting the portfolio. "The key determinant of success in retirement is your home ownership status, not your super balance. Under Labor, the Australian dream is fast becoming the Australian nightmare and we must restore home ownership ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... enhanced its WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider that ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... investments, in late 2020 for $115 million. OneVue had two core divisions: funds and platform services. "Throughout the review process we have been impressed by the quality of the IOPB people and client base. The ability to transition IOPB's clients ...

Bragg calls for another Financial System Inquiry, critiques ASIC, APRA

ANDREW MCKEAN  |  FRIDAY, 23 FEB 2024
... of the superannuation system on the financial sector, economy, and markets serving as a critical justification. "... the super system is now large enough to influence the economy and spur crony capitalism," he said. Moreover, Bragg advocated that an ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... Association National Conference at the Brisbane Convention and Exhibition Centre this morning, Taylor labelled the tax changes for super balances greater than $3 million as a "wealth tax". Last April, Labor proposed increasing the 15% tax to 30% under ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... remain in the product and no acknowledgement that it underperforms. Of them, seven had recommended 100% of the client's super be invested in the underperforming product. ASIC also said many of the advice files reviewed showed advisers had not identified ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... said, urging them to alert ASIC if they come across any SMSF misconduct. "Financial advisers advising clients about their super must use their professional judgment to consider the broad range of relevant factors in order to ensure SMSFs are established ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... exceeding $3 million as well as contributing to the ongoing debate on the legislation emanating from the Quality of Advice Review," he said. Hay-Bartlem addressed delegates at the opening of the SMSF Association's National Conference in Brisbane ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... Review's (QAR) potential to transform how both sectors service their membership base. Speaking on a panel, Brighter Super chief executive Kate Farrar said what the QAR ultimately means is Australians having better outcomes and accessing the "best ...