michelle levy

Superannuation

The QAR lead reviewer has told a Senate committee that the government’s demands of super funds conflict with their original purpose. ...

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. ...

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Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

1 year 5 months ago
Kevin Gorman

Super director remuneration ...

1 year 6 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

1 year 6 months ago

Private market assets in super have surged, while private debt recorded the fastest growth among all investment types....

20 hours ago

The equities investor has launched a new long-short fund seeded by UniSuper, targeting alpha from ASX 300 equities using AI insights....

20 hours ago

The fund has strengthened efforts to boost gender diversity, targeting 40:40:20 balance across its investment teams by 2030....

20 hours ago