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michelle levy
Superannuation
QAR lead Michelle Levy says there are conflicts between a super fund acting as a trustee and providing advice....
Superannuation
The QAR lead has argued that super funds should help retirees purchase a home, noting that this would be more beneficial than receiving a pension....
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...
Superannuation
Michelle Levy, reviewer of the Quality of Advice Review, believes super funds already have too much on their plate to provide retirement income advice to members....
Superannuation
Deducting advice fees from super funds risks undermining the system, a co-founder of financial services institution has said in response to a Quality of Advice Review rec...
Superannuation
The final report of the Quality of Advice Review has detailed what superannuation fund trustees told reviewer Michelle Levy about the state of super and advice....
Superannuation
Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...
Superannuation
Michelle Levy believes superannuation funds could step up sooner rather than later when it comes to giving financial advice....
Superannuation
FSC research has found the proposals would help retirees draw down $22.5 billion more from their super and increase life insurance uptake. ...
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 ...