Equity Trustees names new non-executive director
Equity Trustees has appointed Suzanne Holden as a non-executive director to its superannuation trustee business, as it passes the $60 billion funds under supervision (FUS) milestone.
March 12, 2024
Bold changes needed before retirement flaws are entrenched
The Conexus Institute’s submission to the Treasury consultation on the retirement phase of superannuation highlights the need for policymakers to pay more attention to designing a choice architecture that leaves no member behind.
March 12, 2024
The technology that’s saving advisers both time and money
The financial advice industry can be risk-averse when it comes to trying new technology, which is unsurprising when picking the wrong tech can be such a costly, time-consuming and disruptive dead-end. Some advisers nominate the technology that has had a significant impact on the day-to-day operation of their businesses and client relationships.
March 12, 2024
Govt to introduce ‘regulatory grid’
The government will introduce a financial sector regulatory initiatives grid to help the industry better implement regulatory changes in a more efficient way.
March 11, 2024
The price is right: Advisers reveal how they calculate fees
At the Boutique Financial Planners conference, advisers agreed that fees need to be increased, but how to do so is a matter for debate. time spent, the value or the type of client are among the factors that prevent calculating the right pricing model from being a flawless method.
March 11, 2024
Advisers mull whether ‘baby advisers’ are a threat or opportunity
The Financial Advice Association has underscored the importance of establishing a clear line between holistic advisers and “qualified advisers” or what CEO Sarah Abood has called "baby advisers", but also how independent advisers could leverage potential benefits. The association hopes to see more draft legislation by the middle of the year.
March 08, 2024
Govt opens consultation on super performance test
Treasury has released a consultation paper on the superannuation performance test, addressing concerns from funds that the benchmarks are restricting their investment choices.
March 08, 2024
Back from the dead? Why diversified funds could lead to better results
The growth of other investment vehicles like managed accounts might lead to the perception balanced funds are a relic of the past – like VHS tapes or rotary phones – but the role played by diversified managed funds in any multi-asset portfolio is more essential than ever.
March 08, 2024
