SMSFs and financial advice: A matter of cost and trust
The number of SMSF trustees who have unmet advice needs is growing, but upcoming reforms and new technology offer the prospect of improved affordability and access.
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The number of SMSF trustees who have unmet advice needs is growing, but upcoming reforms and new technology offer the prospect of improved affordability and access.
Getting good financial advice can make a big difference to your financial position, but before you take the plunge make sure you understand what’s involved.
If you have problems with your financial adviser, it’s important to know who you can turn to for help in solving your complaint and the process you need to follow.
Super funds have been expanding their financial advice services to members, but it’s important to understand the different levels of advice on offer, how it’s provided and paid for.
Most people would expect the financial advice they receive is independent and free of conflicts of interest, but that is not always the case. Here’s what to look for.
Good advice can make an enormous difference to your financial health and wellbeing, which is why it’s worth taking these steps to find the right financial adviser for your needs.
There is mounting evidence that financial advice can be good for your hip pocket as well as your general wellbeing, but you need to be vigilant.
The vast majority of financial advisers want the best for their clients, but sadly, some abuse their position for personal gain. Here’s what to watch out for.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down several independent financial advisers based in Canberra and the ACT.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down several independent financial advisers in Adelaide and across South Australia.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down more than 20 independent financial advisers in Brisbane and across Queensland.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down more than 30 independent financial advisers in Perth and across WA.
Less than 1% of Australian financial advisers are independent, but we’ve tracked several independent financial advisers in Hobart and across Tasmania.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down more than 30 independent financial advisers in Melbourne and across Victoria.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down more than 25 independent financial advisers in Sydney and across NSW.
There’s a perception that financial advice is just for the wealthy. While the cost can be high, the amount you pay will depend on the complexity of the advice and where you get it.
When you see a financial adviser, there are rules covering the documents and information provided to ensure the advice you receive is in your best interests and you can make good decisions.
The best things in life are free, but is financial advice one of them? Find out the possibilities.
SuperGuide is Australia’s leading superannuation and retirement planning website.
Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.