4+ day, 13+ hour ago   (466+ words) This data comes as the rest of the retirement and super sector tries lift confidence amid growing anxiety within the market and Australia faces down a ‘Silver Tsunami’ of retirees. According to the research, 35 per cent are aiming for $1.25 million…...

4+ day, 14+ hour ago   (427+ words) Advisers are charging upfront for initial aged care meetings and billing separately for government liaison, as practices move to recover time the new system has added to client files. The reforms came into force in November 2025 alongside Support at Home,…...

4+ day, 15+ hour ago   (562+ words) Whether advisers are using an asset-based, fixed fee or hybrid model, Vital Business Partners (VBP) said the effectiveness of any pricing model isn’t about its position relative to a market benchmark, rather it’s about whether clients see enough value to…...

6+ day, 14+ hour ago   (1040+ words) This provision allows super trustees to seek financial assistance from the Financial Services mister to cover losses resulting from fraud. In this case, that related to the $240 million lost across 2,079 members connected to Diversa. In his opening statement, Diversa independent…...

1+ week, 15+ hour ago   (248+ words) According to MLC Expand, the guide will show advisers and their clients how to locate important Australian Taxation Office (ATO) super information in MyGov. This includes total super balance, concessional contribution cap history, non-concessional contribution information and transfer balance cap…...

1+ week, 15+ hour ago   (484+ words) Image credit: Songsak C / stock.adobe.com Managed accounts have exploded in the advice industry over recent years off the back of increased need for efficiency within advice practices in a bid to nudge capacity higher, leading to total funds…...

1+ week, 5+ day ago   (349+ words) On 29 June, ASIC moved to cancel Capital Guard’s Australian financial services (AFS) license and later applied to the Supreme Court of New South Wales to wind up Capital Guard AU Ltd and seek the appointment of an independent liquidator to…...

3+ week, 4+ day ago   (1295+ words) On 20 August, Financial Services Minister Daniel Mulino gave his first National Press Club address where he announced sweeping reforms targeting consumer protections, access to advice and making the Compensation Scheme of Last Resort (CSLR). These came in response to the…...

3+ week, 5+ day ago   (808+ words) The Minister is slated to introduce changes to the lead generation and anti-hawking regulations during his National Press Club address later today where he will discuss measures aimed at protecting consumers from misconduct around the superannuation system. These changes are…...

3+ week, 6+ day ago   (380+ words) Assured Support’s Quality of Advice Index paints the picture of an industry that has been steadily improving the quality of the product – i.e. advice – on offer. The results are based on analysis of 9,315 reviewed files from 1 July 2020 to 30 June…...