FINANCIAL ADVICE
Financial planning
SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Financial planning
The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....
Policy & Regulation
Australian financial services institutions have received some breathing space with regards to the implementation of FOFA and Stronger Super as the US announces a six-mont...
Financial planning
Homesafe Solutions believes market conditions have generated an environment conducive to equity release products....
Accounting
The Institute of Public Accountants has welcomed the Coalition’s new policy paper which re-affirms the promise to repeal some of the more controversial elements of the Fu...
Financial planning
Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....
Financial planning
The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...
Financial planning
Advisers unsure of what to charge for ongoing service ...
Financial planning
The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....
Superannuation
With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...
Superannuation
The Industry Super Network has launched an advertising campaign focused on the payment of commissions with respect to financial advice around superannuation....
Financial planning
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
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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...