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Showing 461 - 470 of 4782 results for "Super funds"

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... on the demand side, they believe people should be able to use their own money to purchase their first home. "Where super funds and foreign fund managers are given tax concessions to participate in what's known as build to rent and then they own these ...

Industry fund merger postponed

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... have reported "significant progress" towards their merger, but it has been pushed back. In a joint statement, the super funds announced that their merger to form TEAM Super has been rescheduled from early 2024 to early 2025. They did not offer an explanation ...

Active Super, Vision Super finally sign transfer deed

JAMIE WILLIAMSON  |  THURSDAY, 16 MAY 2024
Almost two years on from confirming merger talks, the two super funds have set a date for the successor fund transfer. Active Super will merge into Vision Super on 1 March 2025, following the signing of a successor fund transfer deed. It was initially ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... comes to retirement than men (2%). CSBA CX director or finance Sam Monteath said the findings demonstrate the need for super funds to do more to harness attitudinal and behavioural insights if they're to make inroads into targeted member engagement. ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... developed to encourage investment in the crucial energy transition. Projects that provide an appropriate return for super funds and advance our nation's prosperity are a double dividend for Australians," ASFA chief executive Mary Delahunty said. Meanwhile ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... financially incentivised in a bid to make advice more affordable and accessible for everyday Australians via banks, super funds, and life insurers. Vynokur predicts that the banks will "no doubt be back in this game but in a different way." Millions ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... financial advice subsector was charged in total $47.6 million last financial year - more than any other sector including super funds, listed companies, and life insurers," Abood said. "The per-adviser amount almost tripled, to $2818 per adviser in the ...

Brisbane financial adviser has assets frozen

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... his "related companies" - Principal Financial Services Pty Ltd, Self-Managed Super Pty Ltd, Provest Enterprises, and Super Funds Australia Pty Ltd ITF Principal Superannuation Fund - over concerns related to the misappropriation of client funds and unauthorised ...

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
... done by the reviewed funds some 12 months on. Yesterday, ASIC released a report highlighting the failure of several super funds to adequately monitor and question fee deductions from member accounts being made by financial advisers and licensees. In ...