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
Financial advice is having a significant impact on how Australians are engaging with the more complex aspects of their superannuation, new findings have shown.
While the Financial Advice Association Australia said it supports a performance testing regime “in principle”, it holds reservations about expanding this scope to retirement products.
In a Senate submission, the Financial Services Council said super funds should be able to nudge members on engaging with their super and has cautioned against default placements.
The Joint Associations Working Group, which counts FSC in its ranks, has issued an urgent warning to the government.
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
63.66 3 y p.a(%)
3
Acadian Global Equity Long Short Class A
36.33 3 y p.a(%)
4
CFS FC Acadian Global Equity Long Short
35.96 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
32.23 3 y p.a(%)
Add new comment