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Financial planning
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
Financial planning
Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...
Financial planning
As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...
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....
Financial planning
Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....
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....
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....
People & Products
Retirement Income Review panel member Deborah Ralston and BT’s Bryan Ashenden have been appointed to the association’s board....
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....
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...
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...
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...
Features
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
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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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...