AdviceOS calculators tap into gamification


Technology provider Midwinter Financial Services has released its AdviceOS calculators incorporating a gamification approach and aimed at providing an off-the-shelf configurable calculator solution to be included on .. Read More

Pensioners receive modest relief


Retirees would receive relief from recent changes to the age pension assets test through measures contained in last night’s federal budget, while the government would look to toughen access to the pension for n.. Read More

Budget lifts SMSF admin complexities


Measures such as the First Home Super Savers Scheme, the allowance for retirees to contribute part of the proceeds from the sale of the family home into super, and the amended treatment of limited recourse borrowing .. Read More

No news is good news for advisers


The relative lack of significant changes in this year’s federal budget has come as a relief to the financial advice industry, which is still reeling from last year’s superannuation reforms. Speaking.. Read More

Salary sacrifice must be met with education


The federal government’s revival of a policy aimed at first home buyers could help encourage more prudent spending habits and behaviours from younger investors by driving more engagement with their super, but f.. Read More

Budget brings positive news for SMSFs


Treasurer Scott Morrison has announced a series of changes in this year's federal budget that will affect self-managed superannuation funds (SMSF), including the use of limited recourse borrowing arrangements (LRBA),.. Read More

Banking reforms aim to halt royal commission


The federal government has moved to neutralise the opposition’s call for a royal commission into the banking industry with a slew of reforms aimed at improving accountability for misconduct within Australia&rsq.. Read More

Govt avoids using SG for property


The federal government has stopped short of allowing first home buyers to use compulsory super savings for a property deposit, but has introduced a series of incentives to make saving for a home easier and grow the s.. Read More

Traditional fixed income needs scrutiny


Conventional long-only or passive-investing fixed income strategies, attractive to investors due to their cost effectiveness, required proper scrutiny to determine the real risk and return characteristics they offere.. Read More

Brandywine unveils new fixed income fund


Funds management group Legg Mason has announced the launch of a new fund for the Australian retail market designed to enhance income potential, manage volatility and preserve capital by investing across global fixed.. Read More

Macquarie’s wealth fund up 24 per cent


Macquarie Group’s latest results have revealed that the group’s platform experienced 24 per cent growth over the year to March, following growing interest from institutions and independent financial advis.. Read More