CPA AUSTRALIA

Financial planning

The lack of major changes for financial planners are a “reasonably positive” development, according to the Financial Planning Association of Australia, while technology m...

image
Financial planning

The dwindling number of financial advisers indicates the Government needs to consider whether they will be able to fund the compensation scheme of last resort....

image
Financial planning

CPA Australia and Chartered Accountants Australia and New Zealand (CA ANZ), have joined 10 global and national accounting bodies to commit to net zero greenhouse gas emis...

image
Financial planning

There needs to be careful consideration on whether Treasury has the skill set and expertise to perform the Financial Adviser Standards and Ethics Authority functions and ...

image
Superannuation

The Government’s controversial Your Future, Your Super and it best financial interests duty has placed SMSF trustees at risk, according to the major accounting groups....

image
Financial planning

Five planning and accounting groups have united to press the Government to override the Australian Securities and Investments Commission on its proposed levy increases ci...

image
Policy & Regulation

CPA Australia has not only backed industry funds on urging the Government to use the Budget to allow early release superannuation top-ups but has also backed funding a th...

image
Financial planning

Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...

image
Financial planning

Financial advice misconduct has often been met with overlapping and conflicting requirements creating a reactionary regulatory framework and this is the camel that people...

image
Financial planning

Greater access to advice could deliver half a trillion dollars to the Australian economy, while reducing Age Pension spend and increasing incomes, according to research f...

image
Superannuation

The Government’s Retirement Income Review has been welcomed but the industry has differing views on the superannuation guarantee increase and accessing home equity to fun...

image
Financial planning

An advice regulatory framework is needed to encourage advisers to provide affordable advice, as some professional accountants who provide advice have passed costs to clie...

image
Superannuation

Faced by the misgivings of at least one major accounting group, the SMSF Association has sought to reinforce the benefits of increasing the size of self-managed superannu...

image
Superannuation

Major accountancy group, CPA Australia has warned that increasing the size of self-managed superannuation funds may give rise to governance issues including more family d...

image
Policy & Regulation

The Federal Government has announced it will extend the $150,000 instant asset write-off to 31 December, 2020 ....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

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 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 ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 1 week 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