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SOA
Superannuation
If safe harbour provisions are removed, the existing ‘best interests duty’ could ensure super fund members are not taken advantage of, according to the Australian Institu...
Financial advice
The cost of providing a Statement of Advice to superannuation fund members are thousands of dollars more than for a Record of Advice, according to ASFA, and consumers fin...
SMSF
The majority of advice given to self-managed superannuation fund clients isn’t compliant with the Best Interests Duty, as well as nearly 20 per cent risking causing finan...
Superannuation
The corporate regulator has issued an instrument that would temporarily extend time to provide statements of advice for urgent superannuation advice....
Women's Wealth
Women are catching up to men in overall number of SOAs issued and total funds under administration, according to a report....
Financial advice
Equipsuper has launched a new intra-fund advice service which will allow members to obtain limited financial advice on investments, insurance and contributions for a one-...
Superannuation
The changing rules with respect to the provision of advice within superannuation, combined with the recommendations of the Cooper Review, are driving technological change...
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 ...