Govt aims to increase tax rate on super balances over $3m
The Albanese government will increase the tax rate on super balances higher than $3 million dollars to 30 per cent.
February 28, 2023
ASIC launches court action against Mercer Super for alleged greenwashing
ASIC has launched its first court action against alleged greenwashing conduct, commencing civil penalty proceedings in the Federal Court against Mercer Superannuation for allegedly making misleading statements about the sustainable nature and characteristics of some of its superannuation investment options.
February 28, 2023
HESTA investment committee chair to depart
HESTA investment committee chair and independent director Mark Burgess will leave the board when his term expires.
February 28, 2023
Pengana Capital appoints former AMP Advice managing director as distribution manager
Diversified funds management group Pengana Capital has appointed Fraser Herd as distribution manager for the NSW region.
February 28, 2023
MetLife report warns of increasing financial insecurity among women and vulnerable Australians
Increasing economic pressures will widen the insurance coverage gap among vulnerable Australians unless action is taken, according to a new industry report from MetLife Australia.
February 28, 2023
SUPERCentral announces 2023 estate planning course dates
Online document provider SuperCentral will continue offering its specialist estate planning course, the EPAdvantage Estate Planning Program, to the advice community.
February 28, 2023
Investing in megatrends with thematic ETFs
With growing interest in disruptive technology, healthcare, demographic changes and ESG, investing in megatrends is now possible through active thematic ETFs.
February 28, 2023
Active vs Passive: The Evolution of ETFs
Actively-managed ETFs give advisers the opportunity create solutions for clients combining the benefits of active management with the flexibility and liquidity of ETFs.
February 28, 2023
Active ETFs used by financial advisers to diversify portfolios
The popularity of ETFs has gone mainstream, with actively-managed products following suit. The product gives advisers the opportunity to gain the benefits of active management with the flexibility and liquidity of ETFs.
February 28, 2023
CountPlus axes Wealth Axis as new CEO streamlines business
CountPlus CEO Hugh Humphrey has spent the first six-months of his tenure looking for ways to streamline the business. Citing poor performance, paraplanning and back-office service Wealth Axis has been discontinued by the company.
February 27, 2023
FYG Planners launch WealthEye CRM
Financial planning dealer group FYG Planners have launched a WealthEye CRM solution built on the Dynamics 365 platform.
February 27, 2023
