superannuation – Page 2 – The Inside Adviser

Performance benchmark a cloud on horizon for SMSFs

February 17, 2021 by Greg Bright

It may be a lull between storms but the SMSF Association has no major political battle to contend with at the moment, instead focusing on smaller issues to do with...

Are return expectations moving ahead of reality?

February 4, 2021 by The Inside Adviser

Schroder's Investment Management this week released a note to the ASX in which they announced the objective returns of their popular listed and unlisted CPI Plus series of funds would...

Future fund prepares for worst

February 1, 2021 by James Dunn

One of the most eagerly awaited updates in the investment market is that of the $171 billion Future Fund, Australia's sovereign wealth fund - and the December 2020 update was...

Transfer balance, contribution caps set to increase

January 28, 2021 by The Inside Adviser

The Australian Tax Office (ATO) has flagged an increase in both the Transfer Balance (TBC) and Total Superannuation Balance (TSB) caps, which impact everything from the eligibility to make contributions,...

The stars are aligning for traditional ‘value’ stocks

January 28, 2021 by Staff Writer

Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA - or 'There is No Alternative,' to equities, that is - will be one of the driving...

Quoted funds powering Mainstream

January 26, 2021 by Staff Writer

Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The company, which has broadened its services from...

Orford achieves another milestone with lifetime annuity

January 21, 2021 by Greg Bright

After a lifetime in super administration, David Orford has realised another long-held ambition. This week he announced the final piece in what he believes is the best retirement solution in...

Unleashing the potential of the superannuation Industry

January 21, 2021 by Kim Ivey and Michael Armitage

The recently announced Your Future, Your Super proposed performance test has raised concerns on the potential of unintended consequences in the government's pursuit of better performing funds. Clearly, the government...

Is internalisation the best way forward?

January 14, 2021 by Drew Meredith

It was surprising to hear that one of the Platinum Asset Management's top performing managers, Joseph Lai, Portfolio Manager of the Platinum Asia Fund, had left the firm over Christmas....

Bitcoin builds credibility for a new asset class

January 11, 2021 by Michael Armitage

The recent surge in the market value of Bitcoin (BTC) has made headlines this holiday season as the underlying structure of the market continues to attract more institutional investors. Recent...

Good and bad news for IOOF

December 14, 2020 by Greg Bright

The good news for IOOF (ASX: IFL) following the battering it took from shareholders last month is that the Australian Competition and Consumer Commission (ACCC) has approved its MLC takeover....

FASEA to be disbanded, exam still required

December 9, 2020 by Drew Meredith

2021 may be shaping up as the 'Year of the Financial Adviser'. After what has been a tumultuous and stressful few years for the industry, promises of a more streamlined...

Advice regulation evolving before our eyes

November 25, 2020 by The Inside Adviser

It's been a busy few years for the financial advice industry and its regulators, including the Australian Securities and Investments Commission (ASIC). Yet if the past week is anything to...

Review offers up ammunition for super fight

November 23, 2020 by Greg Bright

There were no recommendations in the Retirement Income Review final report, and nor did there need to be. In the highly charged political environment around super, there was sufficient evidence...

SMSFs cheaper to run than ASIC says

November 23, 2020 by Greg Bright

SMSFs are not as expensive to operate as many, including ASIC and the Productivity Commission, have led us to believe, according to a report by consulting actuaries Rice Warner, and...

Six-member SMSFs one step closer

November 12, 2020 by Drew Meredith

It's been a long time coming, yet it may finally be here. The arbitrary cap on the allowable number of SMSF members, limiting funds to just four people, appears set...

The real value of financial advice is 5.2% p.a.

November 2, 2020 by Drew Meredith

Delivering value in spades It has been a difficult few years for financial advisers following the Royal Commission. The Commission uncovered some long-standing issues that were predominantly associated with the...

Why the Budget was an ‘F’!

October 26, 2020 by Contributor

Aussie fund manager gives Budget an 'F' for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has drawn a pointed analysis of the Morrison/Frydenberg...

Super funds back to breakeven – the members?

October 26, 2020 by Drew Meredith

Superannuation research house Chant West released their latest update on the performance for the September quarter. Industry groups quickly jumped on the news highlighting the fact that "nearly eight months...

ESG: ‘Do as I do, not as I say’

October 26, 2020 by The Inside Adviser

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt has a well-written...