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Everything from Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

SMSF Association celebrates legacy pension amnesty as a win for retirees

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The SMSF Association has lauded the Federal Government’s decision to fast track the implementation of a legacy pension amnesty. SMSF Association CEO Peter Burgess says this is an early Christmas

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11 Dec 2024

SMSF Association supports push for affordable and accessible financial advice

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The SMSF Association says the framework outlined in the second tranche of the Government’s Delivering Better Financial Outcomes (DBFO) reform package lays the groundwork for reducing the cost and improving

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05 Dec 2024

Self managed super funds surpass $1 trillion milestone, highlighting the strength and professionalism of the sector

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The self managed super fund (SMSF) sector has notched up a significant milestone following the release of the Australian Taxation Office’s (ATO) September 2024 quarter SMSF statistics which show total

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27 Nov 2024

Super savings: The cost of opting out of default life insurance

Canstar has released 2018 Superannuation Star Ratings research, identifying 7 super funds for offering outstanding value to Australians. Australia’s biggest financial comparison website*, Canstar has released its 2018 Superannuation Star

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22 Mar 2018

Number of margin lending approved stocks creeping closer to pre-GFC levels

Post-GFC, margin loans have been out of favour with many investors. From a peak of 248,000 margin lending client accounts in December 2007, the most recent Reserve Bank of Australia

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06 Feb 2014

CANSTAR issues rate movements and commentary ahead of Tuesday’s RBA announcement

Commenting ahead of the RBA announcement, Mitchell Watson, Research Manager for CANSTAR said: “Last week Reserve Bank Governor Glenn Stevens gave a speech in which he called the end to

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06 Aug 2013

High income families could be in for $1000+ rebate shock at tax time

As the financial year during draws to a close, financial research group CANSTAR warns that some high income families could be in for a nasty tax bill if they have

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06 Jun 2013

Earn CPD Points

CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]