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Financial advice
Financial advice
The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has challenged whether advice is actually affordable or not given Australians ar...
Financial advice
One of Australia’s largest industry superannuation funds has confirmed it actually directly charges members who access intrafund advice....
Financial advice
Intrafund advice must be seen to leave clients better off or it will likely fail best interests, according to the Australian Securities and Investments Commission. ...
Financial advice
National Australia Bank super entities NULIS and MLC Nominees have been hit by Federal Court penalties out of an Australian Securities and Investments Commission action o...
Financial advice
The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation....
Financial advice
Superannuation funds need the ability to deliver a wider range of financial advice to members, according to a roundtable....
Financial advice
The complex limited licence framework for SMSF accountants and advisers, the carve out for intra-fund advice, and the lack of clarity around scaled advice for fully licen...
Financial advice
Superannuation funds would be able to deliver advice around the questions most asked by members via a record of advice under a proposal being backed by the Association of...
Financial advice
Over the next few months superannuation funds will be looking to engage with their members who took out the hardship scheme on how they can rebuild their super balance, a...
Financial advice
Whether through single issue scaled advice or a modified version of intra-fund advice, financial advice to retirees should cost between $200 to $300, according to Andrew ...
Financial advice
If advisers continued to follow best practices and best interests of clients, they are unlikely to be subjected to the referral of any complaints to AFCA, despite poor in...
Financial advice
Financial services, government, and energy were the top industries that sought mental health and wellbeing training sessions over the last three months with 80% for finan...
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 ...