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Financial advice
Financial advice
The complex limited licence framework for SMSF accountants and advisers, the carve out for intra-fund advice, and the lack of clarity around scaled advice for fully licen...
Financial advice
Superannuation funds would be able to deliver advice around the questions most asked by members via a record of advice under a proposal being backed by the Association of...
Financial advice
Over the next few months superannuation funds will be looking to engage with their members who took out the hardship scheme on how they can rebuild their super balance, a...
Financial advice
Whether through single issue scaled advice or a modified version of intra-fund advice, financial advice to retirees should cost between $200 to $300, according to Andrew ...
Financial advice
If advisers continued to follow best practices and best interests of clients, they are unlikely to be subjected to the referral of any complaints to AFCA, despite poor in...
Financial advice
Financial services, government, and energy were the top industries that sought mental health and wellbeing training sessions over the last three months with 80% for finan...
Financial advice
Advice ‘modules’ will help members to seek advice as going through a full comprehensive advice process for superannuation members for the first time is throwing them in t...
Financial advice
Most retirement planning tools do not look at retirement in terms of health, savings, income or what would make retirees happy, according to Fiduciary Financial Services....
Financial advice
The main questions being asked by financial advisers are those regarding the Government’s financial relief measures for those affected by the COVID-19 pandemic, according...
Financial advice
The latest data released by the Australian Prudential Regulation Authority has served to confirm the value of insurance inside superannuation. ...
Financial advice
Actuaries Institute has announced it has set up a working group to help advise members who are seeking to understand the impact of the COVID-19, with a new approach to mo...
Financial advice
Answers delivered to a key Parliamentary Committee have revealed just what superannuation fund members pay for both comprehensive and intra-fund advice. ...
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...