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Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...
INDUSTRY NEWS
The performance of the big four banks in the next half year will be intrinsically linked to the outcome of regulatory reforms in the financial services sector, according ...
INDUSTRY NEWS
ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...
INDUSTRY NEWS
Some of the Federal Government’s proposed new levies could foster tax avoidance by increasing perceived inequality, an accountant believes. ...
INDUSTRY NEWS
The Coalition is rolling out simplified and “substantially pre-prepared” tax forms allowing Australian residents to lodge returns from a smartphone or tablet device. ...
INDUSTRY NEWS
FOFA should be given time to settle before further changes, according to Minter Ellison....
INDUSTRY NEWS
Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....
INDUSTRY NEWS
Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...
INDUSTRY NEWS
The FPA uses its FSI submission to point to need to more clearly define the risks in general and personal advice....
INDUSTRY NEWS
The Senate Committee reviewing ASIC’s performance is likely to make recommendations based on how past failures were owed to a lack of intelligence and necessary skills....
INDUSTRY NEWS
Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...
INDUSTRY NEWS
The Institute of Public Accountants wants legal privilege granted to cover advice provided by tax agents....
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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...