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Financial advice
Financial advice
The reduction in eligibility age for downsizer contributions is among top questions asked by clients of the BT technical team. ...
Financial advice
Superannuation members are at risk of retiring with a lower balance as they are overly-focused on other assets such as cryptocurrency, according to Equip. ...
Financial advice
Around a third of high net worth investors say it will take a miracle to achieve a secure retirement, despite having over a $1 million or more in investable assets, accor...
Financial advice
The cost for advice provided by superannuation funds, as proposed by the Quality of Advice Review, should be deducted from the member’s interest, according to the SMSF As...
Financial advice
Financial advice sought by Rest members has doubled since 2019 but the fund is hesitant to enhance its offering as they await regulatory guidance. ...
Financial advice
Industry Super Australia has revealed its 18 recommendations for the financial services industry that it believes would enable superannuation funds to provide cost-effect...
Financial advice
The cost of providing a Statement of Advice to superannuation fund members are thousands of dollars more than for a Record of Advice, according to ASFA, and consumers fin...
Financial advice
Westpac has been ordered to pay penalties of $113 million for compliance failures in banking, superannuation, wealth management and insurance....
Financial advice
Dealer group National Advice Solutions in Queensland has been charged with 11 offences after encouraging clients to roll over their superannuation into different products...
Financial advice
Questions have been raised during Senate estimates as to whether a superannuation’s fund ethical framework should be taken into account during the annual performance test...
Financial advice
The Retirement Income Covenant is doomed to fail if there are a lack of advisers in the industry to convince consumers’ of its worth. ...
Financial advice
Happy holidays from the Super Review team. We will return in 2022....
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 ...