financial advice

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

Policy & Regulation

Disallow FOFA regulatory changes says ISA

Industry Super Australia has called on the Senate to disallow the Government’s FOFA regulatory changes claiming they will see a return to the bad old days....

Financial planning

IOOF exits to allow Infocus/PATRON merger

IOOF’s exit of its stake in PATRON Financial Services cleared the way for the dealer group’s merger with Infocus Wealth Management....

Policy & Regulation

First FOFA deadline here

Financial advisers have been reminded the first-round deadline for the Future of Financial Advice (FOFA) reforms has arrived, which means fee disclosure statements should...

Financial planning

Infocus to merge with PATRON

Bristow announces merger between Infocus and PATRON...

Policy & Regulation

ISA calls for halt on FOFA reforms

Proposed regulatory reforms of the FOFA legislation should be put on hold following the Senate Economics Committee report on ASIC’s performance, ISA believes....

Financial planning

Bushby issues dissenting report

Government Senator, David Bushby, has issued a dissenting report arguing a royal commission is unnecessary...

Superannuation

Aussies need to contribute more to super: Deloitte

Australians need to put a minimum of an extra 5.5 per cent of their salaries into superannuation each year on top of the super guarantee, experts from Deloitte Actuaries ...

Policy & Regulation

Call to harmonise advice/tax standards

ASIC, Treasury and the TPB have been urged to ensure the harmonisation of the standards applied to advisers....

Policy & Regulation

'Can you trust ISA on FOFA?’: AFA

Questions are being asked about Industry Super Australia’s integrity after its 'Compare the Pair’ advertising campaign was labelled as potentially misleading by ASIC....

Financial planning

Advisers encouraged to use IT to engage with clients

Financial advisers should be taking advantage of new technologies to market their services to clients....

Policy & Regulation

Cormann points to industry funds vested interest

Minister for Finance, Senator Mathias Cormann, claims industry funds had a vested commercial interest in resisting the Government’s FOFA changes....

Policy & Regulation

Time to end the scare-mongering says FSC

The FSC says the Government’s FOFA changes announcement means its time to end the scare-mongering. ...

Policy & Regulation

Cormann’s FOFA reforms plan gets mixed reaction

Industry lobbyists are giving the Federal Government’s decision to plough ahead with the implementation of some elements of the Future of Financial Advice reforms a mixed...

Financial planning

Grandfathering still hindering quality advice

The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...