financial advisers

Retirement

Club Plus doubles financial advice team

Club Plus Super has doubled the number of online financial planners as demand for advice has swelled, says its chief executive Paul Cahill. The $2 billion fund, whose members work for clubs, hospitality and related industries, has been responding to growing demand for advice from its membership as well as higher usage of the Fund’s […]
Dan PurvesJanuary 19, 2015
Retirement

Equip to target disenchanted SMSF holders with MyPension

Equip is targeting retired ex-members in self-managed super funds (SMSFs) with its new MyPension product and also hopes to offer it on a white-label basis to others. In its first major product launch since MySuper, Equip has focused on meeting the needs of the high proportion of members in its fund who are approaching retirement […]
David RowleyJune 22, 2014
Investment Strategy

Advisers gain access to direct investment options

Industry superannuation fund members have gained the ability to appoint a financial adviser to manage their superannuation and invest on their behalf, using the UBS Direct to Member platform. In a move that sees the industry and corporate super funds more closely replicate the benefits and features of a self-managed superannuation fund, members can appoint […]
Leng YeowNovember 18, 2013
Hedge Funds

Highly desirable direct-investment option

Three quarters of superannuation members are interested in funds offering them access to a direct-investment option (DIO) platform, according to a survey. Those in corporate and retail funds are most interested in the prospect of being able to make more individual investment decisions within their main super fund, according to interim data from a questionnaire […]
David RowleyAugust 19, 2013
Opinion

SMSFs no threat to super funds

Self-managed super funds are more likely to contract than expand over the next decade, making them no threat to superannuation funds, says Equipsuper chair and superannuation lawyer at DLA Piper, Andrew Fairley. He believes predictions that numbers will increase dramatically are unfounded. “If I look over the next 10 years, I think we’re going to […]
Amal AwadMarch 4, 2013