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Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
Financial planning
FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....
Accounting
Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
People & Products
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Accounting
CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....
Life/Risk
The Federal Opposition says that so far as churn exists in the life/risk sector it should be subject to a self-regulatory approach....
Accounting
FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....
Superannuation
Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...
Superannuation
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 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 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
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Financial planning
Financial advisers who focus on communication with clients benefit at the bottom line...
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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...