FINANCIAL ADVICE REFORMS
Financial planning
Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...
Editorial
As the Government considers the way forward on the Future of Financial Advice reforms, Money Management publishes the following open letter written by a senior Melbourne ...
Financial planning
Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...
Editorial
In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...
Financial planning
Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....
Accounting
National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....
Life/Risk
Treasury looks at different rules for insurance and investment advice....
Editorial
Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....
Financial planning
Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
Editorial
Stewart Bell looks at the proposed Future of Financial Advice reforms and the changes they have already brought to the industry....
Financial planning
Gold Coast financial planning practice Wealth Vision has achieved much of what the Future of Financial Advice reforms are designed to achieve: greater access to affordabl...
Financial planning
The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...
Superannuation
The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...
Financial planning
MLC has launched a new program called Pathway to Advice Excellence to help prospective financial planners start out in the industry....
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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...