NALE – solving a problem that no longer exists

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The Federal Government’s non-arm’s length expenditure (NALE) consultation paper fails to address the problems caused by the 2019 amendments, the SMSF Association’s Deputy CEO / Director of Policy & Education, Peter Burgess, told... Read more continue reading

Large super balances a ‘legacy issue’ that time will resolve 

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The SMSF Association remains firmly opposed to the introduction of a cap on superannuation balances, the Association’s Head of Policy and Advocacy, Tracey Scotchbrook, told the National Conference yesterday. While... Read more continue reading

Promising future predicted for SMSF sector

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The long-term outlook for self-managed super funds (SMSFs) is promising and exciting as an increasing number of younger people want to take control of their personal finances, the SMSF Association... Read more continue reading

University of Adelaide appoints Frontier Advisors

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Frontier Advisors has been appointed as independent asset adviser to The University of Adelaide following an extensive evaluation process. Frontier will work on the strategy, structure and monitoring of the... Read more continue reading

Zenith approves Federation Alternative Investments II (F2)

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Leading investment research house Zenith Investment Partners has awarded Federation Asset Management’s private equity fund, Federation Alternative Investments II, an ‘approved’ rating, citing the high calibre and extensive experience of the... Read more continue reading

Findex appoints financial executive Lianne Bolton to the role of Chief Financial Officer

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Findex Group Limited (“Findex”) one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, announces the appointment of leading Finance Executive, Lianne Bolton, to the position of... Read more continue reading

Datt Capital Absolute Return Fund ranked top performing Equity Long Only Fund for 2022

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Boutique investment manager Datt Capital’s Absolute Return Fund has been ranked the top performing Equity Long Only Fund in Australia by US based alternative investment data and indices specialist BarclayHedge.... Read more continue reading

Insurance in superannuation critical to a dignified retirement for Australians

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The Council of Australian Life Insurers (CALI) welcomes the release of the Australian Government’s ‘Legislating the objective of superannuation’ consultation paper. CALI believes Australia’s economy and member outcomes are best served... Read more continue reading

Practical ways to build a sustainable risk advice proposition in a post-QAR world

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Commissions retained but the challenge remains The long-awaited final report for the Quality of Advice Review – authored by Michelle Levy – was publicly released at the start of February... Read more continue reading

Allianz Retire+ raises the bar, introducing guaranteed income for life

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Allianz Retire+ has announced the launch of its new retirement income product, Allianz Guaranteed Income for Life (AGILE) available in early March. AGILE is a next generation retirement solution that... Read more continue reading