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INTRA-FUND ADVICE
Financial planning
Australian Retirement Trust is actively recruiting financial planning graduates to provide intra-fund advice and believes super funds can be a great starting point toward...
Financial planning
The Australian Securities and Investments Commission’s view on the status of intra-fund advice suggests there are few implications likely to flow from this week’s High Co...
Financial planning
The Australian Securities and Investments Commission need only regulate in the same terms it did for early release superannuation advice to extend intra-fund advice, acco...
Financial planning
Industry funds have urged an extension of intra-fund advice to cover retirement adequacy scenarios and spouse super....
Financial planning
While currently finalising a review based on samples of intra-fund advice, the Australian Securities and Investments Commission has used an article to explain that intra-...
Financial planning
The Australian Securities and Investments Commission has framed intra-fund advice in the same context as scaled advice....
Financial planning
The Australian Securities and Investments Commission has been asked to provide a formal written explanation of the status of intra-fund advice amid heated questioning by ...
Financial planning
Is it intra-fund advice or isn’t it? Advisers are asking following QSuper’s change of approach on financial advice....
Financial planning
Financial advisers should report any concerns they have about superannuation funds breaking the intra-fund advice rules to the Australian Securities and Investments Commi...
Superannuation
The proposed legislation could motivate advisers to enter into ongoing fee arrangements with superannuation members, according to a super body. ...
Financial planning
Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...
Financial planning
A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...
Financial planning
The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...
Policy & Regulation
Intra-fund advice fees will be rolled up into administration fees and costs and the Australian Securities and Investments Commission has foreshadowed moving on fees and c...
Financial planning
It will be up to the Government to determine whether superannuation funds will be able to use member cross-subsidies to fund intra-fund advice, according to the Australia...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...