Advice

Superannuation

YFYS and distinguishing forest from trees

The debate around which stapling model has raged to the point where stapling works best is now at risk of not proceeding, which would be a shame because either proposed model would improve consumer outcomes, David Bell writes.

David BellJune 3, 2021

Advice

$1,000 per year: The adviser trialling an admin support retainer

After completing FASEA’s ethics course Paul Stephan decided many of his clients shouldn’t be paying for comprehensive advice. Since then, he’s been offering a support service on retainer that can be switched back to comprehensive personal advice as required.

Tahn SharpeMay 28, 2021

Advice

High-profile advisers scale up with white-labelled robo solutions

A crop of media-savvy advisers are partnering with robo-style investment providers to offer scaled solutions to clients they'd otherwise have to turn away.

Tahn SharpeMay 26, 2021

Superannuation

Too many funds, too much underperformance, fees still too high: Rowell

While the 'numbers' in the super industry are broadly positive APRA's outgoing deputy chair Helen Rowell said some of them are still working against the best interests of members.

Stewart HawkinsMay 19, 2021

Managed Accounts

Shaw & Partners: ‘Modular’ approach converting brokers to managed accounts

Transitioning to managed accounts at Shaw & Partners required a flexible approach that allowed brokerage-based advisers to stay hands-on with the investment sleeves they could add value in, according to CIO Martin Crabb.

Tahn SharpeMay 18, 2021

Superannuation

Super’s purpose still ill-defined

Treasurer Frydenberg has delayed outlining the government's intensions relating to the superannuation system by not defining its purpose during his budget speech and papers on Tuesday night.

Matthew SmithMay 17, 2021

Retirement

Wealth gap between young and old narrowing

Just when it's starting to narrow, a budget weighted to supporting older Australians could actually exacerbate the spread between young and old according to the Actuaries Institute.

Tahn SharpeMay 17, 2021

SMSF

SMSF Association cheers ‘welcome’ budget measures

The SMSF Association chief roundly applauded the suite of measures that will reduce complexity and encourage engagement in the self-managed superannuation sector.

Tahn SharpeMay 13, 2021

<1of244>

Advice

Superannuation

YFYS and distinguishing forest from trees

Advice

$1,000 per year: The adviser trialling an admin support retainer

Advice

High-profile advisers scale up with white-labelled robo solutions

Superannuation

Too many funds, too much underperformance, fees still too high: Rowell

Managed Accounts

Shaw & Partners: ‘Modular’ approach converting brokers to managed accounts

Superannuation

Super’s purpose still ill-defined

Retirement

Wealth gap between young and old narrowing

SMSF

SMSF Association cheers ‘welcome’ budget measures

Have your say

Sign up to our daily newsletter for regular news flashes and industry insights.