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Showing 1 - 10 of 50 results for "Super Advice"

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
... Super and Pension products, as the super fund made the switch to offering the capability in house with the launch of Super Advice.

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice service is no longer available across the FirstChoice Employer and FirstChoice ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

Super fund merger prompts investment changes

ANDREW MCKEAN  |  TUESDAY, 3 SEP 2024
Spirit Super's investment options will be renamed and changed to align with those currently offered by CareSuper ahead of their merger in November. Spirit Super's default balanced investment option will shift to a more defensive stance, adjusting ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Joint Associations Working Group (JAWG) says new laws that enable superannuation funds to deduct financial advice fees will have the opposite effect of reducing red tape and can make advice even more unaffordable. Treasury Laws Amendment (Delivering ...

More than 40% of women unprepared for retirement: CFS

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... the year ahead, it will be introducing new services and tools that will give members access to topic-based simple super advice.

ASIC bans Queensland adviser

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
... may have resulted in them being uninsured for a period, ASIC said. Further, Allen didn't appropriately scope super advice to include insurance, ASIC added. Allen's Statement of Advice documents provided to clients also contained product comparison ...

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
The industry super fund's financial advice subsidiary has been hit with a $20 million penalty for charging over 25,000 customers more than $50 million in fees for no service. Between 21 August 2014 and 30 June 2018, Aware Financial Services, formerly ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... largest superannuation advice business with 379 advisers. Ord Minnett (198) and JBWere (184) make up the top three super advice segment During the period, only 84 advisers joined the industry, bringing the total population to 18,779 - a figure not seen ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
While two in five Australians believe financial advice is unaffordable, more are reaching out to their superannuation fund for guidance. This is according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies ...
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