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Financial advice
Financial advice
Industry funds have urged an extension of intra-fund advice to cover retirement adequacy scenarios and spouse super. ...
Financial advice
Advisers need to understand the types of risk specific to retirees and implement strategies to minimise the risk of outliving their savings as two-thirds do not believe t...
Financial advice
Merry Christmas. This is the final Super Review e-newsletter of 2020....
Financial advice
Education on retirement investing has been overlooked by professional qualifications and advisers may be unaware of other retirement investment approaches they could use,...
Financial advice
While currently finalising a review based on samples of intra-fund advice, the Australian Securities and Investments Commission has used an article to explain that intra-...
Financial advice
Like Australia, the United Kingdom is struggling to find a better retirement incomes regime but advice has been identified as a key ingredient. ...
Financial advice
The corporate watchdog’s consultation paper is an important step forward but the limited licence regime needs to be redesigned to provide scaled advice for self-managed s...
Financial advice
QSuper has confirmed it is considering allowing the deduction of advice fees from member accounts by external advisers. ...
Financial advice
It is now officially illegal to hawk a member of a MySuper product into a choice product offered by the same fund and this will ultimately boost retirement savings of Aus...
Financial advice
Industry funds are urging more clarity from the regulators on what can be delivered via limited and intrafund advice while canvassing the ability to bill members in three...
Financial advice
Superannuation funds identified as having delivered advice which might be detrimental to their members were asked to do no more than put it right and confirm they had don...
Financial advice
Only superannuation advice regarding consolidating other accounts including defined benefit along with retirement advice should be classified as ‘complex personal 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 ...