Former Trio director Keith Finkelde has entered into an enforceable undertaking with APRA that will see him barred from acting as the trustee of an APRA-regulated super e...

The IPA says removing the accountants' exemption for financial advice on SMSFs could potentially lower access to advice rather than improve it....

Rice Warner has responded to criticism from segments of the financial planning industry over its findings that opt-in would cost $11 per client with a clarification over ...

Treasury should fix the uncertain best interest guidelines so that advisers are clear on the extent they are protected from legal claims brought by disgruntled clients, a...

MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...

If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...

Introducing compulsory opt-in requirements for financial advice while also requiring a collective fee to be paid by superannuation fund members for personal advice create...

New individual lump sum risk business in the 12 months to June 2011 increased 3.5 per cent to just over $1 billion, a significant slowdown on the 21.5 per cent growth see...

The possibility of having to comply with opt-in requirements has emerged as a minor issue for members of the Boutique Financial Planning Principal's Group (BFPPG) attendi...

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....