BRYAN ASHENDEN

Financial planning

The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...

Financial planning

Advisers should not rest on their laurels on the lack of changes in this year’s Budget as more could be announced between now and the May election....

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Financial planning

Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....

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Financial planning

Fixed-term arrangements cannot be used to avoid ongoing fee consent renewals and advisers could breach the code of ethics by trying to use them in that way....

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Financial planning

Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....

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People & Products

Retirement Income Review panel member Deborah Ralston and BT’s Bryan Ashenden have been appointed to the association’s board....

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Financial planning

Practices that will lose or are at risk of losing advisers next year will need to start recruiting now for a smoother handover for clients next year....

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Financial planning

There will not be any changes to the Financial Adviser Standards and Ethics Authority’s Standard 3 of the code of ethics this year as it is Treasury that will have to mak...

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Tools & guides

This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...

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Financial planning

While the Financial Advisers Standards and Ethics Authority will cease to exist from 1 January, 2022, its code of ethics will still be up for review as the guide is yet t...

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Features

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

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Features

Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...

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Financial planning

Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....

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Financial planning

Advisers are asking the most questions about JobKeeper rules for both their clients and for their own businesses, according to BT....

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Features

With many people focused on how far their investments have plummeted, it is an opportunity for advisers to contact with their clients on tax to make sure they are making ...

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Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 6 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago