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Financial advice
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....
Financial advice
A relevant provider who encouraged a client to switch superannuation funds without obtaining the necessary information is the subject of the Financial Services and Credit...
Financial advice
Over three-quarters of Australians believe inflation is a big threat to their retirement security, according to Natixis Investment Managers....
Financial advice
According to FAAA chief executive Sarah Abood, superannuation trustees delivering advice to members during their transition to retirement could present more risks than be...
Financial advice
ASIC has banned Terence Rio Nugara, director of Skynet Financial Services, for obtaining $1.6 million from misleading clients and enabling the early release of superannua...
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 ...