Financial advice

Financial advice

Happy holidays from the Super Review team. We will return in 2022....

Financial advice

The corporate regulator has obtained Federal Court orders against unlicensed investment scheme, A One Multi Services, which offered help to investors with their self-mana...

Financial advice

TAL has launched additional mental health insights to support licensees and financial advisers to manage their mental health....

Financial advice

Although the approaching retirement income covenant will explicitly apply to superannuation trustees, it will be impossible for advisers to pretend like nothing has chang...

Financial advice

Greater regulatory clarity is needed to ensure superannuation funds can fill the gap between comprehensive advice which should sit outside of super funds in most instance...

Financial advice

The corporate regulator alleges former financial adviser Lawrence Toledo breached a ban that was in response for not acting in clients’ best interest....

Financial advice

Only 14% of older Australians are financially prepared for their aged care, according to a joint study by Challenger and National Seniors Australia....

Financial advice

The impact of COVID-19 on the European part of business combined with regulatory changes in retirement and superannuation solutions drove down overall revenue 6% for FY21...

Financial advice

Changes to intrafund advice and sole purpose test advice could give superannuation members better access to advice and in turn improve retirement outcomes, according to I...

Financial advice

State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus. ...

Financial advice

Setting a target retirement date is no longer the most effective way to plan for retirement savings, according to American Century, as more people take a ‘phased retireme...

Financial advice

The word ‘advice’ may not be the right way to engage with members if a super fund is trying to get members to start getting help or guidance around retirement, according ...

Financial advice

The corporate and prudential regulators have put superannuation trustees on notice that they can expect a further follow up on their advice fee practices and that they ex...

Financial advice

With interest rates remaining at historic lows and outlandish promises of high returns, retirees desperately need financial advice, according to a panel....

Financial advice

The SMSF Association has welcomed the establishment of the single disciplinary system for advisers but said the Government needs to reshape some of the proposed measures....

Financial advice

A Parliamentary Committee has found that the Hayne Royal Commission failed to adequately scrutinise industry superannuation fund structures and the Australian Prudential ...

Financial advice

The Australian Securities and Investments Commission has confirmed it is closely monitoring the delivery of financial advice by superannuation funds against the terms of ...

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