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News by this author
Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....
Study reveals Australian advisers are offering highly competitive products when compared to their overseas counterparts....
van Eyk Research has sent out a word of caution to investors in global equities, warning them that fund managers who performed well in last year's risk-averse markets cou...
The Administrative Appeals Tribunal has affirmed ASIC's decision to ban former Commonwealth Financial Planning adviser Don Nguyen from providing financial services for se...
The ATO should be able to exercise discretion when concessional caps are breached due to poor financial advice, says AIST chief executive Fiona Reynolds....
The Tax Commissioner has revealed the degree to which Australian authorities have reduced the flow of funds to havens such as Vanuatu, Liechtenstein and Switzerland....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...