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Showing 1 - 10 of 261 results for "General advice"

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI | MONDAY, 23 FEB 2026

... financial advisers will optimise Australians' financial wellbeing in retirement. These can be developed through general advice and interactive tools for members and fund trustees and should be developed through a total balance sheet lens, with a focus ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI | MONDAY, 19 JAN 2026

... benefit from getting a deeper understanding of their super." Gee said it also offers an alternative to receiving general advice from families or artificial intelligence (AI), like many do. "A family member will generally be trusted and want the best ...

MLC Super adds advice, education head

MATTHEW WAI | WEDNESDAY, 26 NOV 2025

... than 20 years' experience across the financial services industry. Before Ignition Advice, he was leading the AMP general advice division for over six years. Earlier in his career, he held advice-related roles at Zurich Financial Services Australia, Colonial ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA | FRIDAY, 4 JUL 2025

... essence, an AFSL will pay the minimum levy of $1500 plus $2314 for every adviser on their books. Those that provide general advice only will pay $5.2 million. There are 1122 of these entities and they can expect to pay a flat levy of $4665. The 565 licensees ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN | FRIDAY, 23 MAY 2025

... Kalkine's representatives may have misrepresented to customers the kind of advice being given, by qualifying it as general advice but leaving customers with the impression that the advice was directed to their own personal circumstances. ASIC said Kalkine ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA | FRIDAY, 22 NOV 2024

... arrangement that is not an ongoing fee arrangement (non-ongoing fee arrangement) to a member's superannuation account". General advice costs cannot be charged to a member's superannuation account under a fee arrangement and the personal advice costs ...

Chief member officer departs Rest

ELIZABETH FRY | FRIDAY, 15 NOV 2024

... across our member experience," Doyle said. "Her achievements include building Rest's digital, personal and general advice capability; setting up our industry and employer team; and, more recently, launching our simplified investment menu changes ...

Colonial First State offers aged care solution

ELIZA BAVIN | THURSDAY, 14 NOV 2024

... support, retirement living and residential aged care. CFS said the new partnership will allow members to access general advice on the financial considerations and funding options of various aged care arrangements but does not include personalised financial ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA | WEDNESDAY, 16 OCT 2024

... London-based EBC provides financial brokerage, asset management, and investment solutions. In Australia, it holds a general advice licence that allows it to service retail and wholesale clients. The acquisition of the new AFSL, which complements the ...

Super fund merger prompts investment changes

ANDREW MCKEAN | TUESDAY, 3 SEP 2024

... superannuation account at no extra cost, as these services are covered by the administration fees paid by members. General advice, currently provided by Quadrant First - a trustee-owned service - will continue under a new name; from November 1, it will ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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