Financial advice

Financial advice

Making concessional and non-concessional contributions to superannuation funds are among the most common queries asked by financial advisers, according to AMP....

Financial advice

Minister for Financial Services, Stephen Jones, has doubled down on his plans for super funds to provide advice, saying they need to ‘step up’ when it comes to advice for...

Financial advice

The government’s first consultation on its Delivering Better Financial Outcomes reforms includes clarification for super funds around paying for financial advice through ...

People and Products

The $24 billion fund has welcomed former MLC and NAB executive, Alla Gorbunova, to lead a team of financial advisers in its financial planning arm. ...

Financial advice

Expand your cultural literacy through research to gain the trust of clients from diverse backgrounds, super funds have been told....

Financial advice

According to Insignia CEO, Renato Mota, opening the advice arena to super funds alongside technological advances, can help a largely underserved “middle Australian” popul...

Financial advice

A new report has discovered that superannuation fund member loyalty has reached its strongest peak in three years, driven by trust and competitive fees....

Financial advice

Australians researching the term ‘retirement planning’ have risen by over 50 per cent in the last month, according to Aware Super, as the fund encourages members approach...

Financial advice

The $75 billion fund has told Super Review of a 25 per cent increase in use of its digital advice tools in the last financial year and has further boosted these internal ...

Financial advice

Over half of super members intend to leave their superannuation to their loved ones when they die, highlighting the need for an objective of super....

Financial advice

Over a quarter of Australians continue to rely on their superannuation to leave a legacy, although this isn’t the intended purpose of the system and continues to be a tax...

Financial advice

With more Australians desiring digital tools to learn about their super, research from Otivo has highlighted the need for financial advice to bridge the super knowledge g...

Financial advice

It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter. ...

Financial advice

With a loss of some 5.3 per cent in the calendar year to date, the superannuation fund model has been seeing the greatest adviser losses of all the advice models. ...

Financial advice

The law “should not continue to assume that financial advice is being given by a person”, according to Michelle Levy, as she hints that advice from superannuation funds c...

Financial advice

ASIC has commenced “urgent proceedings” in the Federal Court of a former Sydney financial adviser regarding fees charged to clients' superannuation....

Financial advice

Financial advisers working at super funds make up just 3.8 per cent of the financial advice industry while the number of licensees make up less than 1 per cent....

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