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General

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
Self-managed superannuation fund (SMSF) investors are reducing holdings in cash and term deposits and listed shares according to the latest data from OneVue.

Australia lagging in Asia-Pacific financial relationships

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
Although the Asia-Pacific region represents about two-thirds of Australia's global trading relationships, the region accounts for less than one-third of Australia's financial relationships.

BT pays fines for misleading super statements

STAFF WRITER  |  TUESDAY, 16 JUN 2015
Australia's corporate watchdog said BT Funds Management recently paid more than $20,000 in fines.

Australian Unity to list office property fund

DARREN SNYDER  |  TUESDAY, 16 JUN 2015
Australian Unity is proposing to list its office property fund on the Australian Securities Exchange.

Super tax concession savings not overly generous: NAB

DARREN SNYDER  |  TUESDAY, 16 JUN 2015
National Australia Bank (NAB), in a submission to government, has said superannuation should be the most concessionally incentivised form of savings for Australians so it remains the most attractive structure to save for an adequate retirement.

Super pool reducing Aussie reliance on foreign capital: ASFA

DARREN SNYDER  |  MONDAY, 15 JUN 2015
Australia's compulsory superannuation system and its positive effects for individuals and the economy should not be lost in the Tax Discussion Paper process.

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
On the back of its recent partnership, Sunsuper and the Association of Financial Advisers (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July.

Rising bond yields a blip

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
A recent rise in bond yields across Europe, America and Australia is nothing but a blip on the radar according to Altair Asset Management chief economist, Stephen Roberts.

Rice Warner debunks super myths

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
The chief executive of superannuation research and advice firm Rice Warner believes Australians will be set up for poor retirement unless the industry kills off its many myths.

Almost everyone got a bonus this year, report reveals

MARK SMITH  |  THURSDAY, 11 JUN 2015
Asset managers and insurance professionals were most pleased with their bonuses in 2014/15, according to the recently published Morgan McKinley's Bonus Survey.