11-20 of 179 results

Superannuation trustees get prepared, as first reporting date to disclose portfolio holdings approaches
Insight 08 Aug 2019

After many years of deferrals, the first reporting date for superannuation funds to disclose their portfolio holdings is fast approaching, with trustees being required to disclose item-by-item investment holdings by late March 2020 ...

DDO and PYS - two cases of madness
Insight 21 Jun 2019

Lawyers working in the field of financial regulation have become inured to said regulation producing weird, unintended outcomes. Even so, there are two outcomes produced by recently enacted laws that are unequivocally crazy. ...

Compensating superannuation members for 'fees for no advice'
Insight 16 May 2019

APRA and ASIC issued a joint letter to all RSE licensees entitled 'Oversight of fees charged to members' superannuation accounts' in early April, in response to the 'fee for no advice' issue that attracted so much attention in the Royal Commission ...

APRA's guidance on the Protecting Your Super changes
Insight 16 May 2019

On 8 May APRA released its answers to some frequently asked questions about the Protecting Your Super changes I would politely suggest that the questions asked and answered by APRA make up a fairly small subset of the questions that are in fact being asked in some cases very frequently about the PYS ...

Considering Robo-advice
Insight 17 Apr 2019

The Australian Financial Complaints Authority AFCA the new one-stop-shop for resolving financial complaints has had a very busy first six months of operation ...

Trustees, start your reviewing! Super funds and the 'Member Outcomes Act': what needs doing, and when
Insight 17 Apr 2019

This Insight considers the new obligations imposed on super funds in light of the The Treasury Laws Amendment (Improving Accountability and Member Outcomes in Superannuation Measures No. 1) Bill 2019. ...

AFCA: The first six months - and the year ahead
Insight 17 Apr 2019

The Australian Financial Complaints Authority AFCA the new one-stop-shop for resolving financial complaints has had a very busy first six months of operation ...

Superannuation - 'not a product to be sold'?
Insight 18 Mar 2019

In his typically blunt way Commissioner Hayne declared Superannuation is not a product to be sold As Mr Hodge QC was fond of saying I would like to tease that out a little ...

ASIC consultation on fees and costs disclosure reform following expert review
Insight 18 Mar 2019

Its been a long five years or so of amendments to and consultation on the fees and costs disclosure regime for superannuation and managed investments products And industry might be forgiven for feeling a sense of dj vu with the release earlier this year of ASICs consultation paper on the regime ...

Protecting Your Superannuation Package - what you need to do, and when
Insight 07 Mar 2019

Recently passed legislation part of a package of reforms designed to protect Australians superannuation savings from undue erosion by fees and insurance premiums introduces a series of important changes that will create challenging implementation timeframes for funds and administrators ...

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