Latest Financial Planning & Services News from Money Management

Guides

The Business Council of Co-Operatives and Mutuals has called on bank customers to change to mutuals and credit unions when the bank levy comes into force on 1 July.

17 March

Financial planning

COVID-19 sees advisers reduce face-time

Both advisers and their clients are opting for telephone and screen-based consultations amid growing fears around

ASIC has confirmed it will be relying on professional associations to administer planner codes of conduct with the ultimate sanction being a planner’s loss of membership of a professional body such as the Financial planning Association (FPA).

17 March

Financial planning

Amid COVID-19 FASEA urged to deliver CPD relief

A senior adviser has written to the Financial Adviser Standards and Ethics Authority urging it to deliver CPD

17 March

Financial planning

Blockchain needed for advice fees: IRESS

Adviser fees need to be standardised and automated and this could be done via blockchain, IRESS believes.

16 March

Financial planning

FASEA guidance for exam during COVID-19

The April exam will continue as planned, but FASEA will advise candidates if a decision by ACER or the government

13 March

Financial planning

IMB Bank exits advice ownership

IMB Bank has exited advice ownership with its planning assets being sold to Bridges Financial Services.

13 March

Financial planning

Advisers should not be tainted by stamping fees

Advisers should not be tainted by media reports that they are using stamping fees as a remuneration loophole,

13 March

Financial planning

Australia’s high wealth tax gap stands at 7.7%

The Australian Taxation Office has launched a high wealth tax gap noting that it stands at 7.7% or $772 million.

The Financial Services Council is arguing for more industry self-regulation, describing Trowbridge as the “gold standard”.

12 March

Financial planning

Unrestrained regulation and costs are driving advisers out of business

The Financial Planning Association wants the Government to commission the Australian Securities and Investments

12 March

Financial planning

ASIC postpones annual forum and dinner due to coronavirus

The Australian Securities and Investments Commission Annual Forum and Annual Dinner will be rescheduled for a

12 March

Financial planning

High Court sets precedent on company officers’ accountability

The High Court has unanimously held the Michael Christodoulou King was an officer of MFS Ltd (Octaviar) subsidiary

11 March

Financial planning

ASIC delivers regulatory roadmap on advice within super

The Australian Securities and Investments Commission has signalled at least some flexibility around how advisers

DEXX&R data showed default super funds held a larger share of employer super compared to MySuper although both declined in the last quarter of 2015.

10 March

Financial planning

Super funds back MySuper deductibility of advice fees

The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility

financial markets

Market Insights

EVENTS

May21

Fund Manager of the Year Awards 2020

Jun10

Managed Accounts Webinar - Ask the Experts 2020

Sep24

Future of Wealth Management Conference 2020

Anonymous

"Calling and writing" is that all! What about regular meetings (weekly, etc)...

AMP makes Anglican Super unhappy by stalling successor fund transfer1 day 42 min ago

Wondering

Seems to me this is a hastily through together shot across the bow to send a message - leave our...

ASIC warns real estate agents on early release super advice 1 day 2 hours ago

81Alpha

This is just a media release to show the sheep that ASIC is out there and they have a big stick...

ASIC warns real estate agents on early release super advice 1 day 2 hours ago

Financial planning

Guides

COVID-19 sees advisers reduce face-time

Amid COVID-19 FASEA urged to deliver CPD relief

Blockchain needed for advice fees: IRESS

FASEA guidance for exam during COVID-19

IMB Bank exits advice ownership

Advisers should not be tainted by stamping fees

Australia’s high wealth tax gap stands at 7.7%

Unrestrained regulation and costs are driving advisers out of business

ASIC postpones annual forum and dinner due to coronavirus

High Court sets precedent on company officers’ accountability

ASIC delivers regulatory roadmap on advice within super

Super funds back MySuper deductibility of advice fees

Anonymous

Wondering

81Alpha

Other fe fundinfo sites

Education

News

Features

Events

Financial planning

Guides

Equities

Fixed Income

Managed Accounts

Anonymous

Wondering

81Alpha