AFA

Accounting

CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....

Accounting

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

Superannuation

Planner bodies welcome contribution cap increase but reject tax rate hike

Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...

Superannuation

Corporate super advisers seek new model

Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...

Financial planning

AFA says insurers must play role in churn talks

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

Life/Risk

ASIC hints at intense focus on churn

ASIC will spend the next 12 months focusing intensely on churn, according to the senior executive leader of the financial advisers team, Joanna Bird. ...

Financial planning

Enshrinement passes House of Representatives

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

Financial planning

Soft skills advice leads to better business performance

Financial advisers who focus on communication with clients benefit at the bottom line...

Policy & Regulation

Gearing instalments’ FOFA impact

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Ensuring the long-term success of your financial advice practice

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Policy & Regulation

Govt so far unmoving on TASA extension

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

Superannuation

Industry welcomes budget without drastic changes

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

Financial planning

AFA set to launch mentoring program

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

Editorial

Growing on merit – not by compulsion

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...