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Superannuation
The Federal Government was warned more than a year ago that its move to impose a minimum fee cap on superannuation balances was opening to manipulation and gaming....
Financial planning
The Association of Financial Advisers has called for the release of key consultation submissions and for greater clarity around the detail of the Government’s legislation...
Financial planning
Lobbying by financial advisers has revealed that at least some Federal Labor parliamentarians are sympathetic to allowing passage of the legislation necessary to deliver ...
Financial planning
The findings and recommendations of the Royal Commission cannot be left to go unchallenged in circumstances where the outcome was far from perfect and, in some circumstan...
Financial planning
The Association of Financial Advisers has recommended a limited advisory role for the Tax Practitioners Board in the advice space while, at the same time, pointing to maj...
Financial planning
The 'weaponisation of compliance' is bringing up wider problems with licensees, not just a few individual bad apples. ...
Financial planning
Legislation has moved through Parliament to end adviser grandfathered remuneration with the Association of Financial Advisers arguing that there was no balanced consultat...
Financial planning
Financial services product providers have been urged not to move ahead of the Government’s January, 2021, timeframe in turning off grandfathered commissions....
Financial planning
Can advisers convert grandfathered commissions to adviser service fees? Maybe. And the Association of Financial Advisers has provided a decision-tree to help its members ...
Financial planning
Advisers have been urged to be mindful of the Treasurer, Josh Frydenberg’s move to impose 12-monthly opt-in and fee disclosure arrangements....
Financial planning
Financial advisers have been provided with an advocacy pack aimed at convincing politicians to slow-down the rate of change being imposed on the financial planning indust...
Features
Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...
Financial planning
Financial advisers should not be inadvertently caught up in the Australian Securities and Investments Commission’s tough new life/risk anti-hawking approach just because ...
Financial planning
The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...
Financial planning
The united approach adopted by the Financial Planning Association and the Association of Financial Advisers has been credited with achieving the extension of the Financia...
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Podcast
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...