Advice

Funds asked to hold off on advice fee consent

Calls are mounting for trustees to delay implementation of new rules blocking advice fees from coming out of super funds, with advisers struggling to get client authorisations and government not sitting to pass the legislation until after the scheduled July 1 start date.

Tahn SharpeApril 1, 2020

Advice

‘It’s more personal’: Why this crisis isn’t like the GFC

Advisers are beginning to open up about their client conversations. Portfolios are a concern, they report, but we’re all much better prepared than we were in 2009. This time, it’s more about the people.

Tahn SharpeMarch 30, 2020

Superannuation

Testing the boundaries: Industry funds and advice

Industry fund members are not necessarily more likely to trust a fund's in-house adviser than an external adviser, research shows.

Simon HoyleMarch 27, 2020

Superannuation

Super changes bring balance into question

Changes to superannuation will force advisers to make tough calls about whether the needs of today outweigh the needs of the future, says WealthSpring Financial’s Liz Hughes.

Tahn SharpeMarch 27, 2020

Retirement

Superannuation: The end of indifference?

The SG isn’t yet 30 years old and wouldn’t be as hard to end as we might think. If the public doesn’t care enough and if asset owners aren’t vigilant, this month could mark the beginning of the end of the system.

Colin TateMarch 26, 2020

Retirement

Superannuation and retirement: In the grips of a crisis

This current crisis is an opportunity to pull apart and rediscover superannuation's purpose. Join industry and government leaders for this 'ground zero' live-streamed event.

Matthew SmithMarch 25, 2020

Superannuation

Sunsuper sees ‘overwhelming flow’ of unadvised members flocking to cash

As unadvised superannuation fund members panic-sell their way to the cash, advisers and their clients are heeding the lessons learnt in the global financial crisis.

Tahn SharpeMarch 25, 2020

Superannuation

Don’t expect heroic investment calls from CIOs

Crisis environments are always tough for the investment chiefs of super funds. It’s important to recognise the range of demands they face during a crisis, writes Conexus Institute CEO David Bell.

David BellMarch 25, 2020

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