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Showing 51 - 60 of 2552 results for "Analysis"

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... illegal early access to SMSF money, particularly targeting new entrants to the sector who are the main culprits. New analysis from the tax office released at the SMSF Association National Conference reveals that 66% of the illegal early access relates ...

Funds SA hires ESG expert

ELIZABETH FRY  |  MONDAY, 19 FEB 2024
... Industries and Regions SA. Commenting on the appointment, Funds SA chief executive John Piteo said the importance of ESG analysis and consideration as part of the fund's investment activities is only increasing. "Kana's appointment provides additional ...

Mergers a boon for super member growth

KARREN VERGARA  |  MONDAY, 19 FEB 2024
... AustralianSuper, Hostplus, UniSuper, and Brighter Super recorded the largest growth in member numbers, according to new analysis from Perple - People Performance, underscored by mergers and stiff competition. Using APRA data of the 2022-23 financial ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... to significantly reduce call volumes, track tasks in real-time, and ultimately enhance their services to clients. The analysis of 14 platforms also found that advisers are increasingly placing more instructions online without filling forms and processing ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
... (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 is now 1998 advisers who can provide product specific advice for MDAs. Over one year ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... commissioned by the SMSF Association, noted that the 4.1% margin marks the widest gap recorded in six years. Moreover, the analysis of 394,000 SMSFs, covering 67% of all private super funds, revealed that 38% achieved positive returns, whereas less than ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... purchase wholesale products without retail consumer protections. Accordingly, the research, undertaken by PwC and Data Analysis Australia, called for a review of wholesale investor "individual wealth test" thresholds - net assets of $2.5 million or gross ...

SMC finds $38k nest egg boost for working mums

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... the retirement savings of working mothers keeps pace with men," the SMC said. "It would also be well targeted, with SMC analysis showing that the gender super gap for women in their 30s has failed to narrow compared to other age groups over the last ...

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 ...