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Showing 241 - 250 of 261 results for "General advice"

Sunsuper restructures advice services

COMPANY RELEASE  |  THURSDAY, 11 MAR 2010
... Employer Services" division, which will include an integrated advice and service centre where investors can get general advice in relation to their super, insurance and investments. There will also be a super advice team who will manage limited personal ...

Montgomery develops info business

PRESS RELEASE  |  FRIDAY, 1 MAY 2009
... to set up Montgomery Investments. Montgomery said the new firm would provide investor information, education and general advice. "Montgomery Investments will work across the full spectrum of new and existing media platforms to reach investors and ensure ...

AustSafe Super licensed for advice

RUTH LIEW  |  MONDAY, 27 APR 2009
... advice to industry fund members." "Our regional managers will no longer be constrained by the limitations imposed by general advice and will now be better placed to provide a detailed personal service," said Stevens. Members of the fund will now be able ...

Big Sky to aid BHP staff

MICHAEL HOBBS  |  WEDNESDAY, 28 JAN 2009
... will cost members. Big Sky Financial Solutions already provides Big Sky Credit Union members with educational and general advice material for free. "We are working through a process to assist and provide education and advice services to any of the people ...

Mass modular advice to boost savings

MICHELLE BALTAZAR  |  THURSDAY, 13 NOV 2008
... allocation and insurance within the fund. This model is a step up from the current super fund service of providing "general advice" or answering fact-finding questions through their call centres or by email. But to do this, super funds need to adopt ...

Advice shortage shows system is failing: TOWER

ALEX DUNNIN  |  FRIDAY, 15 JUN 2007
... cut people out of being able to get advice is such a crucial issue that people and companies that specialise in general advice are constantly under pressure to provide more detailed answers. "Customers keep wanting the extra information because they ...

Build a realistic charging model

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
... said part of this variability is because there can be confusion about what service an adviser is providing. Is it general advice, is it personal advice, is it information, or is it "arranging"? "You should charge differently for general advice compared ...

Sen Chapman explains Parliamentary Inquiry

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
... but the most wealthy quite difficult, the need to streamline Statements of Advice (SoAs), the need to clarify how general advice is quite different to personal advice and how promotional costs for super funds should be fairly paid for. But the role of ...

Ban default super funds: FPA

ALEX DUNNIN  |  WEDNESDAY, 25 OCT 2006
... information and advice?" David O'Reilly, IFSA policy director for regulation, said, "The dividing line between general advice and personal advice is difficult." "This is something the Committee will have to come to terms with," responded Senator Brandis. ...

Government launches Super Best Practice Guide

... can add further value to existing procedures and checklists already in place. "In particular, it provides good general advice for trustees and administrators that will assist them in managing a successful implementation of the superannuation proposals ...