Editor's Choice
OneSuper to take on more super products
Following on from the news that it would now be home to Spaceship Super, OneSuper will further bolster its funds under management through the transfer of another sub-plan, home to several super products.
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Bitcoin halving won't bring immediate price rise
The much-awaited Bitcoin halving event has finally occurred, but it might take some time for the price to soar.
Macquarie Bank to pay $10m for unauthorised fee transactions
The Federal Court determined Macquarie failed to have effective controls to prevent and detect unauthorised fee transactions conducted by financial advisers.
Further Reading
Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
Sponsored by | Quality and Yield. A Powerful combination.With central bank rates seemingly peaked, investors are not awaiting yield increases. We're bucking the trend with investment rates at decadal highs |
Sponsored by | Why it could be a good time to be a growth contrarianGrowth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay. |
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Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
So did Sam find the mistake of the Deferred benefit or did the client tell him the issue ?
That's the clincher as he would have proceeded with the advice without the mistake being found. So who found it ? Or the client would have lost $500k.
As for moving the retirement risk from the Govt guarantee with next to zero fees to a SMSF with full client risk and lots more fees. Mmmmmmm not something I'd back for advice unless some specific circumstances why the Govt guaranteed income wasn't the best option. Ballsy move I'd think.