intra-fund advice

Financial planning

ART’s role in building the next-gen of advisers

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

Will the Westpac High Court decision change intra-fund advice?

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

Industry funds cite early release backing for intra-fund advice extension

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 urge extension of intra-fund advice

Industry funds have urged an extension of intra-fund advice to cover retirement adequacy scenarios and spouse super....

Financial planning

Intra-fund advice is not special says ASIC

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

ASIC brackets intra-fund advice with scaled and personal advice

The Australian Securities and Investments Commission has framed intra-fund advice in the same context as scaled advice....

Financial planning

ASIC asked for formal written response on intra-fund advice

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

Advisers question QSuper’s new advice model

Is it intra-fund advice or isn’t it? Advisers are asking following QSuper’s change of approach on financial advice....

Financial planning

Report intra-fund advice problems to ASIC says Hume

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

Advice fee bill will incentivise super switching

The proposed legislation could motivate advisers to enter into ongoing fee arrangements with superannuation members, according to a super body. ...

Financial planning

How the cost of an SOA rose 10% inside 12 months

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

Intra-fund advice has created advice unfairness

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

Intrafund advice simply not enough says FPA

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

ASIC announces key changes to RG 97

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

ASIC denies knowledge of intra-fund extension

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...