WebAssist Australians to understand their Superannuation, providing them with simple financial advice over-the-phone, by; Understanding their needs; Breaking complex concepts down into something they can understand; Gathering the client’s circumstances, goals and objectives in an online fact find; Providing intra-fund advice and retirement advice WebNov 20, 2024 · ASIC holds intra-fund advice to the same standards and stringent rules as other personal advice. Accordingly, financial advisers must act in the best interests of …
ASIC brackets intra-fund advice with scaled and personal advice
WebMost superannuation funds provide free general advice and some provide personal advice at no charge to the member on a limited range of superannuation issues (known as intra … WebApr 12, 2024 · The Albanese Government has quite a few superannuation balls in the air at the moment. Aside from the recent announcement about changes to the concessional tax rate on $3 million plus accounts, the Government’s Consultation Paper on Legislating the objective of superannuation, the final report from the Quality of Advice review and super … thinkpad 2 beeps
Lifting the lid with David Haynes on the intersection of the …
WebWednesday 2 March 2005 IR 05-10 ASIC AND APRA facilitate 'intra-fund' superannuation member benefit transfers The Australian Securities and Investments Commission (ASIC) … WebOverview. Link Advice, a specialist provider of financial advice service is looking for a passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. WebA hybrid digital advice model allows a fund’s human advisers to be redeployed to support members requiring personal assistance or with complex needs, while technology addresses the most common intra-fund advice needs.”. “In essence, the hybrid model creates the capacity for a fund to deliver on underlying member demand for intra-fund advice. thinkpad 2 bildschirme