POWERED BY MOMENTUM MEDIA
UniSuper offices all FPA accredited
UniSuper's advice offices have been accredited under the Financial Planning Association (FPA) Professional Practice program, the first profit-to-member fund to do so.
Under the program, each office is required to demonstrate the highest professional and ethical standards, through a commitment to the FPA code of professional practice and a majority of advisers in each office holding a certified financial planner or CFP designation.
UniSuper's executive manager for advice, Jack McCartney, said the accreditation means its advice offices are a trusted environment for members seeking professional tailored advice across a broad range of topics.
"We've built our national advice footprint in response to increased demand from members for professional advice that covers not just superannuation-related topics but broader financial issues such as investment strategies, wealth accumulation, insurance or retirement, and estate planning," he said.
"Our membership base is unique, they are engaged, well-educated and we have privileged access which enables us to design products and solutions — such as our open defined benefit division — specifically for our members.
UniSuper advice is fee for service and avoids any commissions for recommending investment strategies or insurance products.
Recommended for you
The Financial Services Minister says the amendments to the SIS Act within the first QAR bill will “clarify the law to affirm the status quo”.
Superannuation funds have thrown their support behind the QAR reforms but want a “clear statement” that they will not be required to check all member SOAs.
In its latest report, the corporate regulator says the deduction of advice fees has led to instances of “inappropriate erosion of members’ balances”.
Financial advice is having a significant impact on how Australians are engaging with the more complex aspects of their superannuation, new findings have shown.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
66.99 3 y p.a(%)
2
Hills International
59.27 3 y p.a(%)
3
Acadian Global Equity Long Short Class A
32.82 3 y p.a(%)
4
CFS FC Acadian Global Equity Long Short
32.44 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
32.01 3 y p.a(%)
Add new comment