Latest Financial Planning & Services News from Money Management

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The launch of two new UniSuper offerings has followed increased customer demand for education tools and resources.

Money Management Original

Does Treasury have the skills to maintain FASEA?

There needs to be careful consideration on whether Treasury has the skill set and expertise to perform the

16 July

Industry news

The equity difference for retirees

Retirees need to consider their equity allocation differently to accumulation investors, according to Martin

16 July

SMSF trustees placed the most trust in accountants ahead of financial advisers, but financial advisers remained the most used advice source by SMSFs despite usage levels dropping.

Industry news

Financial services among least trusted industries

Non-bank financial services – as well as banking and insurance – are among the lowest rated industries for trust,

16 July

Industry news

FASEA approves ASIC guidance on COVID-19 relief ROAs

The corporate regulator has released guidance on how advisers should be giving records of advice provided under

15 July

Money Management Original

Cost of FSCP need to be kept under control

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in

15 July

The AFA has voiced concerns ASIC’s industry funding model would pass costs aimed to remediate poor advisers on to all advisers.

Money Management Original

Demand for one-off advice drives new opportunities for advisers

Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given

15 July

Money Management Original

FASEA needs overhaul under ASIC

The continuing profession development guidelines need to be addressed to remove duplication for tax financial

15 July

Industry news

CountPlus member firm to acquire and merge

Bentley Brett and Vincent will merge and be acquired by CountPlus member firm Unite Advisory for a total purchase

15 July

Industry news

Midwinter partners with Moneysoft

Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft.

14 July

Industry news

FASEA 3-month rule consultation released

Consultation for the three-month registration requirement for November exam has been opened by the Financial

14 July

Industry news

Praemium inflows up 200%

Praemium has reported quarterly inflows to amount to $1.2 billion while total funds under administration achieved

14 July

Industry news

Praemium looks to sell international operations

The managed account platform believes its international operations is at a scale disadvantage to its competitors

14 July

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anotheroldlifey

Of course. Just show them where they have erred.
I thought our regulators were about...

FASEA believes exam is 'fair'2 hours 21 min ago

anotheroldlifey

Very valid.

FASEA believes exam is 'fair'2 hours 26 min ago

Ross Smith

With the ASIC Design and Distribution Obligations (DDO) taking effect on 5 October 2021, are you...

FASEA believes exam is 'fair'2 hours 38 min ago

Financial planning

Guides

Does Treasury have the skills to maintain FASEA?

The equity difference for retirees

Financial services among least trusted industries

FASEA approves ASIC guidance on COVID-19 relief ROAs

Cost of FSCP need to be kept under control

Demand for one-off advice drives new opportunities for advisers

FASEA needs overhaul under ASIC

CountPlus member firm to acquire and merge

Midwinter partners with Moneysoft

FASEA 3-month rule consultation released

Praemium inflows up 200%

Praemium looks to sell international operations

anotheroldlifey

anotheroldlifey

Ross Smith

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anotheroldlifey

anotheroldlifey

Ross Smith