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...
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....
Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....
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....
Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....
Retirement Income Review panel member Deborah Ralston and BT’s Bryan Ashenden have been appointed to the association’s board....
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....
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...
This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...
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...
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
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...
Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....
Advisers are asking the most questions about JobKeeper rules for both their clients and for their own businesses, according to BT....
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 ...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...