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Wealth Data
Home
Members Lounge and Blue Book
Blog
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Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
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Contact Now
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Folder: Free Dashboards
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Financial Planner Expenses At Super Funds
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 13/2/25 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 13/2/25

Financial Planner Expenses At Super Funds

Financial Advice expenses at super funds are on the up by some 28% year-on-year. All the details available to members.

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Annual ‘Fund Level’ Superannuation Statistics
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 6/2/25 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 6/2/25

Annual ‘Fund Level’ Superannuation Statistics

APRA reporting of Superannuation funds at the Fund Level. Highlights growth, investment returns, detailed expenses, asset allocations and much more.

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Fund Level Superannuation Data - Expenses and Adviser Costs
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 14/11/24 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 14/11/24

Fund Level Superannuation Data - Expenses and Adviser Costs

Updated expense data (Nov 2024) including adviser fees. Dashboards based on APRA’s Superannuation Fund Level Statistics

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Financial Adviser Insights, Feb 15, 2024
ASIC, Adviser Movement, FASEA Colin Williams 15/2/24 ASIC, Adviser Movement, FASEA Colin Williams 15/2/24

Financial Adviser Insights, Feb 15, 2024

A small drop in the number of advisers this week. The number of advisers affected was once again in excess of 100. This week we have offered more free tools.

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Free - Fund Level Superannuation Funds - Statistics
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 8/2/24 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 8/2/24

Free - Fund Level Superannuation Funds - Statistics

Get to know your superannuation funds - Just release our new dashboards based on APRA’s Superannuation Fund Level Statistics

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Financial Adviser Insights, Data to Feb 8, 2024
ASIC, Adviser Movement, FASEA Colin Williams 8/2/24 ASIC, Adviser Movement, FASEA Colin Williams 8/2/24

Financial Adviser Insights, Data to Feb 8, 2024

A small rise in the net number of advisers. However, a lot of activity with over 100 advisers affected by a change of some type. New entrants and new licensees continue to drive growth.

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Financial Adviser Insights, Data to Feb 1, 2024
ASIC, Adviser Movement, FASEA Colin Williams 1/2/24 ASIC, Adviser Movement, FASEA Colin Williams 1/2/24

Financial Adviser Insights, Data to Feb 1, 2024

The first major fall for the year, with adviser numbers dropping by (-18). We’re still positive for the YTD. We also take a look at super funds and assets held directly. Retail funds are well below their counterparts. But not all major funds pursue direct investments.

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