Advice

Make clients aware of the Code of Ethics

New research shows the broader population knows very little about advisers’ obligations to the new Code of Ethics, which is a shame because it could help the advice industry with its trust issues.

Simon HoyleJanuary 24, 2020

Downturn to play havoc with pensions

If returns revert to the mean, retirees taking outsized pension payments will face some tough decisions, Jonathan Philpot says. If the market takes a significant, sustained dive the government may once again reduce minimum payments.

Tahn SharpeJanuary 22, 2020

SMSF

Decline in SMSF assets ‘likely’: Maroney

Demographics may force a slight reduction in investments held within the SMSF sector, but that’s not necessarily a bad thing according to the head of the SMSF Association, John Maroney.

Tahn SharpeJanuary 20, 2020

Superannuation

Super fund CIO sees danger in heatmap

APRA's heatmap will greatly exacerbate the problem of peer pressure and change the way that portfolios are built, says Anna Shelley, the investment chief of EquipSuper and Catholic Super.

Elizabeth FryJanuary 14, 2020

Superannuation

Home fund needed to mop up ‘orphan’ funds: Bell

The rush of mergers between strong super funds is leaving the weaker ones alone to wallow in their net outflows. David Bell suggests a consolidation fund be founded to house them.

David BellJanuary 13, 2020

Superannuation

Trustees on notice as legal action escalates

The trustees of Australia’s $2.9 trillion superannuation industry are facing an unprecedented level of class actions and surging insurance premiums.

Sarah JonesJanuary 6, 2020

Superannuation

Super funds say ‘heatmap’ amplifies herding risk

APRA’s heatmap risks stifling innovation and reducing diversification which could would have a harmful effect on member outcomes in the event of a market meltdown, says Christian Super's CEO Ross Piper.

Elizabeth FryDecember 12, 2019

Advice

Preserve the Code: The case for avoiding all conflicts

Any plans to lobby government and FASEA to amend its plain words or to dilute its principles or interpretation should be dropped; it is simply not in the interests of the new profession, Robert MC Brown reckons.

Robert MC BrownDecember 11, 2019

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Advice

Advice

Make clients aware of the Code of Ethics

SMSF

Decline in SMSF assets ‘likely’: Maroney

Superannuation

Super fund CIO sees danger in heatmap

Superannuation

Home fund needed to mop up ‘orphan’ funds: Bell

Superannuation

Trustees on notice as legal action escalates

Superannuation

Super funds say ‘heatmap’ amplifies herding risk

Advice

Preserve the Code: The case for avoiding all conflicts

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