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Showing 11 - 20 of 50 results for "Super Advice"

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...

Regulators warn trustees of super advice fee obligations

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
The regulators issued a firm reminder to trustees and financial advisers to heed the new law that limits the charges on superannuation advice. From July 1, trustees and financial advisers must have the proper processes and systems in place to meet the ...

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
Digital superannuation advice provider SuperEd has acquired robo-advice provider Clover. SuperEd provides a number of services such as intra-fund advice for superannuation members and Retirement Essentials which assists Australians applying for the ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
Financial advice industry groups are being joined by superannuation funds in a fight to retain the ability to charge advice fees to MySuper members as the government implements recommendations from the Royal Commission. Draft legislation currently open ...

Frydenberg takes RC super advice

HARRISON WORLEY  |  FRIDAY, 31 JAN 2020
The federal government has released a tranche of draft legislation implementing much of the recommendations of the Royal Commission, including banning directors of RSEs to hold any other roles and prohibiting trustees from charging advice fees in MySuper ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
The integration of StatePlus into $77 billion industry fund First State Super is being tied up. The ASIC Financial Adviser Register showed hundreds of StatePlus financial advisers as 'ceased' earlier this week. This was an administrative action as StatePlus ...

New super fund tests waters

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... centrepiece of the start-up's offering. From the get-go, the fund wants to educate members on the women-specific super advice they need at their different life stages. A fundamental problem with most superannuation is that it's not built for women, and ...

UniSuper advice offering surges

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
Demand for UniSuper's specialist advice offering has nearly quadrupled in the last five years, peaking at $13 billion in funds under advice at the end of June 2019. The $80 billion superannuation fund recently opened a member centre in Adelaide ...

Superannuation fund drops fees

KARREN VERGARA  |  TUESDAY, 23 APR 2019
... introduced an additional option to its financial advice model - digital or e-advice gives members access to tailored super advice. The industry fund was established in 1986 and oversees the superannuation savings of employees in professional, managerial ...

Superannuation fund introduces fee changes

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... took out the Australian Institute of Superannuation Trustees' Best Member Facing Project Award for its Simple Super Advice product that provides advice at no extra cost to members wanting to make investment decisions leading to retirement. General ...