Advice

Retirement

The product implications of Labor’s franking credit policy

Franking credit changes could result in better engagement with clients and more diversified portfolios, but there are broader investment implications for asset and product allocation that need to be considered.

Dominic McCormickMarch 18, 2019

Superannuation

Super funds look to AI to improve member engagement

Tech giants like Apple, Amazon, Facebook and Google are driving members' expectations of customer experiences which is a major challenge for superannuation funds.

Elizabeth FryMarch 18, 2019

Superannuation

Sole purpose test needs overhaul

Clarity is needed around the sole purpose test for super funds which want guidance on how not to break the rules. Elizabeth Fry writes.

Elizabeth FryMarch 15, 2019

Superannuation

No cause for ‘triumphalism’: industry funds

The fact that industry funds emerged largely unscathed from the Royal Commission process is “no cause for triumphalism”, says Ian Silk, chief executive of AustralianSuper.

Amanda WhiteMarch 14, 2019

Retirement

Advice in decumulation: Defining the opportunity

Advisers have traditionally focused on the wealth accumulation phase. Now, with significant assets shifting to decumulation, businesses are adapting.

Matthew SmithMarch 13, 2019

SMSF

ASIC signals SMSF identifier relief

The regulator has indicated that SMSFs with corporate trustees will get more time to sign up to new identifier requirements, three weeks before the new rule is due to kick in.

Tahn SharpeMarch 12, 2019

Managed Accounts

MDA conflicts a matter of models: Lifespan chief

The head of a large dealer group says that while conflicts of interest can exist in managed account structures, there’s little potential for them in traditional licensee models.

Tahn SharpeFebruary 28, 2019

Advice

The head and heart of the internet-gen client

Financial planners looking for ways to tap into the Millennial generation client opportunity need an unpatronising approach to wealth planning and providing sound financial advice based on fundamental education.

Jessica SierFebruary 28, 2019

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Advice

Retirement

The product implications of Labor’s franking credit policy

Superannuation

Super funds look to AI to improve member engagement

Superannuation

Sole purpose test needs overhaul

Superannuation

No cause for ‘triumphalism’: industry funds

Retirement

Advice in decumulation: Defining the opportunity

SMSF

ASIC signals SMSF identifier relief

Managed Accounts

MDA conflicts a matter of models: Lifespan chief

Advice

The head and heart of the internet-gen client

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