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Showing 41 - 50 of 2915 results for "Institute"

Actuaries Institute makes proposal to close advice gap

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
The Actuaries Institute has released a proposed framework for closing the financial advice gap in Australia. The Actuaries Institute Help, Guidance and Advice (HGA) Working Group undertook extensive research and consultation to examine how different ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... Insurers (CALI) using APRA data. Mental health is the fastest-growing cause of claims, according to APRA. The Australian Institute of Health and Welfare predicts close to half of all Australians will experience mental ill-health in their lifetime, with ...

Family trusts safe from reform for now: Mulino

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
... trust structures to redirect income to their spouses and children. This is a breach of anti-avoidance laws. The Grattan Institute estimates that reforms to family trusts combined with reduced super concessions, reduced capital gains tax discount and ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ...

Superannuation system quality stagnates: Report

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
The quality of Australia's retirement system continues to stagnate at the B+ level based on the annual Mercer CFA Institute Global Pension Index (MCGPI) over the last four years. The retirement system has not improved since 2021 when it moved from a ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... cope with the shift towards a somewhat less globalised, less economic rationalist and more multipolar world." Meantime, Institute of Managed Account Professionals chair Toby Potter said: "The scale of inflows shows that advisers see managed portfolios ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... though, fell short. Distrust in digital is also an undercurrent of investors' hesitation. A 2022 survey by the CFA Institute found that 82% of retail investors in Australia are more likely to trust human advice than robo-led advice. This distrust ...

FINSIA chief executive steps down

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025
... the job in 2022, will conclude his tenure after spending 18 months putting the Strategic Alliance with the Chartered Institute for Securities & Investment (CISI) body in place. Launching in November, the professional agency has over 54,000 members across ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
Grattan Institute has recommended changes to help simplify the superannuation system, including pushing for retirees to place 80% of their super balance into an annuity, possibly offered by the government itself. In its submission to the Treasury consultation ...

Another industry body urges Division 296 reconsideration

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
While the Institute of Public Accountants (IPA) supports sensible reforms to make superannuation "more equitable", it - like many industry bodies - believes the taxing of unrealised capital gains and the lack of indexation can pose compliance challenges ...