intra-fund advice

People and Products

The offering is a phone-based conversation to cover super contributions, insurance, and investments for AMP’s Super Directions Fund members....

Financial advice

A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....

Superannuation

The Australian Securities and Investments Commission need only regulate in the same terms it did for early release superannuation advice to extend intra-fund advice, acco...

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

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

Answers delivered to a key Parliamentary Committee have revealed just what superannuation fund members pay for both comprehensive and intra-fund advice. ...

Superannuation

The debate around the intra-fund advice within the industry is no longer to be avoided and it will be crucial for all parties involved to fully understand what it represe...

Financial advice

The Australian Securities and Investments Commission has confirmed closer scrutiny of advice provided via superannuation funds while noting that conflicts of interest in ...

Financial advice

Sunsuper has announced that it will introduce intra-fund financial advice fee caps, at the same time as defending the deduction of advice fees from super balances....

Financial advice

Industry super funds should provide digital advice instead of just intra-fund advice to retain members, according to NMG Group....

Superannuation

Industry funds and employer master trusts are likely to see the strongest growth in the risk insurance market during the next 15 years, according to Rice Warner....

Superannuation

The restrictive fee arrangements in MySuper products will see members become less engaged with their retirement savings, according to Corporate Super Specialist Alliance ...

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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. ...

3 months 4 weeks ago
Kevin Gorman

Super director remuneration ...

4 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 ...

4 months ago

The asset manager is bolstering its investments in the global energy transition and climate opportunities....

3 days 9 hours hence

The ethical investment manager has reported record FUM as its growth trajectory continues apace....

13 hours ago

The $135 billion fund has transitioned away from TAL Life Insurance following an “extensive tender process”....

13 hours 51 minutes ago