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Showing 361 - 370 of 393 results for "Personal advice"

ISN urges members to seek intra-fund advice

ALISON BEVEGE  |  MONDAY, 21 MAR 2011
... members' unmet needs for one-off advice about their super," Whiteley said. "It may be general, it may also be personal advice. Where personal arrangements are more complex it will be referred to a financial planner." "Most people aren't seeking and probably ...

Media Super switches from Pillar to Mercer

ELISE BURGESS  |  THURSDAY, 17 FEB 2011
... features for more efficient remit contributions by employers. Additionally, the super fund will offer a phone-based personal advice option for members to discuss Media Super investment strategies and insurances, and contribution strategies. "Mercer has ...

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
... financial plans to more than 700 UniSuper members and general advice for thousands of members through its general and personal advice programs. The service is available in most capital cities, and Chris Davies, executive manager member & employer solutions ...

Legalsuper unveils personal advice offering

MEDIA RELEASE  |  FRIDAY, 29 OCT 2010
The $1.4 billion legalsuper is rolling out a new personal advice service to members. Legalsuper's partnership with tech provider Provisio will see the fund model different superannuation strategies and provide personal Statements of Advice to members. ...

Simulate my retirement: Telstra Super

MEDIA RELEASE  |  TUESDAY, 19 OCT 2010
... also making use of technology by creating a new online advice system that gives members free access to real-time personal advice on super, insurance and salary sacrifice options.

Intrust rolls out advice

RUTH LIEW  |  TUESDAY, 28 SEP 2010
... also making use of technology by creating a new online advice system that gives members free access to real-time personal advice on super, insurance and salary sacrifice options. "This was a tremendous innovation that will provide members with a legitimate ...

LUCRF rolls out financial advice

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
... Services Licence (AFSL). ASIC approved the change to LUCRF Super's licence on 19 May, enabling the fund to give personal advice to members. "The new licence will allow LUCRF to provide a higher level of assistance to our members in a cost effective and ...

Cooper Review unveils MySuper, officially

MICHELLE BALTAZAR  |  TUESDAY, 20 APR 2010
... article. The Review is also recommending radical reforms in superannuation-related advice. It recommends that personal advice, except for intra-fund advice, could not be bundled with MySuper products and it would be up to the members to request it. When ...

Sunsuper restructures advice services

COMPANY RELEASE  |  THURSDAY, 11 MAR 2010
... relation to their super, insurance and investments. There will also be a super advice team who will manage limited personal advice enquiries and referrals to the financial planners. The structure will also incorporate the financial planners in the On ...

Western Financial wins Water Corp Super mandate

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
... will be deducted from their super accounts. The statement also noted that Western Financial is aiming to provide personal advice relating to non-super issues. However, this will be a separate service to members using a special financial services guide ...