Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 294 results for "Advice services"

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
... TelstraSuper Financial Planning into the future." TelstraSuper Financial Planning was established in 2001 to provide advice services exclusively to TelstraSuper members. However, in 2022 the fund became available to everybody. "It's an exciting time ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... the reforms, hawking in relation to superannuation products is banned, however hawking in relation to financial advice services - including superannuation advice - is not. Earlier this month, the Australian Institute of Superannuation Trustees (AIST) ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... Commission, anti-hawking rules related to superannuation products were put in place, however they don't cover financial advice services. AIST chief executive Eva Scheerlinck said she is concerned the existing anti-hawking legislation doesn't cover cold ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
... ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain new requirements ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... value our members can realise from taking financial advice, and then looking at how we can maximise access to advice services in a way that helps our members create their best possible retirement outcomes." She said the fund is also anticipating the ...

Hostplus expands Industry Fund Services mandate

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... retained Industry Fund Services (IFS) as its financial advice provider ahead of expanding its intra-fund and personal advice services. Hostplus is planning to roll out an updated financial advice and literacy model, including expanded intra-fund and ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... like WSC Group, which has a strong reputation for being client-focused with expertise in accounting and financial advice services. We believe we can support their growth ambitions through our resources, scale and the full-service licensee offer provided ...

Government welcomes ATO family trust guidance

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... trust income arises out of a reimbursement agreement. Sukkar noted that the ATO's clarification that ordinary advice services provided in exchange for an advisory fee are not subject to the promoter penalty provisions will also be welcomed. "While these ...

28% of super products rated AAA

ELIZABETH MCARTHUR  |  THURSDAY, 7 APR 2022
... resolution process as well as communications with members and effectiveness of administration. Financial planning and advice services and loyalty programs which may provide a value add to members are also considered in the assessment. You can view the ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
... regulatory obligations imposed on financial advisers in recent years means the cost of traditional ongoing personal advice services has gone up dramatically, making it increasingly unaffordable to most Australians, SWU founder and chair Simon Wu said. ...