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financial advice
SMSF
Self-managed superannuation fund advisers need to ensure trustees comply with rules by guiding, directing, and leading them, according to Skeggs Goldstien....
Superannuation
While the industry is working towards scaled SMSF advice, the Royal Commission and code of ethics has created a confidence issue in the industry, according to BT. ...
Financial advice
A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....
Financial advice
The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to th...
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
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
Only superannuation advice regarding consolidating other accounts including defined benefit along with retirement advice should be classified as ‘complex personal 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
Superannuation funds need the ability to deliver a wider range of financial advice to members, according to a roundtable....
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 ...