WebBy email to: [email protected] Dear Andrew, AIST submission: ASIC CP 332: Promoting access to affordable advice to consumers In brief: AIST proposes that ASIC further promote existing affordable advice options such as intrafund advice in superannuation, and that they be extended to cover more common advice needs. 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.
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WebSep 7, 2024 · The emerging advice gap has reinvigorated industry discussions about the future of advice and the part ... advice;, ASIC’s Financial Adviser Register, CoreData’s Trust in ... no substitute for holistic advice” Steve Blizard. Sep 08, 2024 @ 15:02. While vertically integrated tied agency provided intrafund advice maybe “low ... WebSep 15, 2024 · Intrafund advice needs to pass the test of having left the client better off, according to the Australian Securities and Investments Commission (ASIC). In yet … fsa lee county
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It is important to put intra-fund advice in context. Not all the help superannuation funds provide members about superannuation is financial advice. When a fund’s representative gives a member factual information about a financial product, the representative does not make a recommendation, so giving … See more Section 99F of the Superannuation Industry (Supervision) Act 1993 does not list the types of personal advice that are permissible as intra-fund advice, but it does specify the types of personal advice that cannotbe cross … See more Many Australians don’t know how their superannuation fund can help them. Trustees offering personal intra-fund advice can help their … See more Critics have said that intra-fund advice is held to less demanding legal standards than other forms of personal advice. However, advisers giving intra-fund advice must comply with the full range of consumer protection … See more ASIC’s role is to ensure that: 1. trustees use intra-fund advice appropriately for their members, taking into account the potential conflicts of … See more WebJANE ECCLESTON, ASIC’s Superannuation Senior Executive Leader, explains what intra-fund advice is and what ASIC expects of intra-fund advice providers. The term ‘intra … WebASIC Home ASIC - Australian Securities and Investments Commission gifting your car to your child