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Showing 591 - 600 of 1206 results for "Switch"

Retirement fears herald advice opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... to stick to their fund throughout lifestage events." While switching activity has dropped 4% on last year, intentions to switch remain at a comparable level, with 5% of members still considering leaving their current fund; more than a third citing high ...

MySuper transition costing retail members

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... members have paid between $800 million and $1.8 billion in additional fees over the four year period funds were given to switch their default members into MySuper products; impacts that could "multiply four-fold" if the retail MySuper product they're ...

Doubts over Link bid for Pillar

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2016
The Australian Competition and Consumer Commission believes the sale of Pillar Administration to Link Group would reduce competition in superannuation. The commission said the sale would entrench Link's dominant position in super administration, resulting ...

Client needs to drive transitioning businesses

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2016
... regime which may be costly both from a time and money perspective. Limited MDA arrangements came about as advisers wanted to switch client investments without providing a Review of Advice," said Bignill. Under the revisions made to RG179, any advice ...

Super members should face "better off test"

DARREN SNYDER  |  TUESDAY, 4 OCT 2016
Industry Super Australia wants a "better off test" requiring banks and other financial services providers to demonstrate that switching a member's superannuation will be beneficial. Additionally the representative group is calling for banks to ban all ...

Super fund investment transparency can improve

DARREN SNYDER  |  FRIDAY, 23 SEP 2016
... their super fund should be proactively reducing its exposure to fossil fuel investments and a third would be prepared to switch funds if their own were found to be investing in coal or coal seam gas extraction. The views on investment portfolio disclosure ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser ...

Equip readies full robo advice roll-out

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... planner." Sadler said an important differentiator for Equip MyMoney was that it will allow members to pass an investment switch instruction to the fund based on the Statement of Advice (SOA) created by the robo advisor. In addition to recommending an ...

SMSFs warrant PC review inclusion

DARREN SNYDER  |  WEDNESDAY, 3 AUG 2016
Among its complex and broad assessment of superannuation's competitiveness and efficiency the Productivity Commission says it intends to review data on the extent to which tax is a motivator for setting up an SMSF. The Commission accepts there are several ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
A group of researchers have developed strategies to advance superannuation member engagement with retirement plan choices, particularly focusing on fee and return disclosures. In a working paper recently published by the Centre of Excellence in Population ...