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FINANCIAL ADVICE
Superannuation
Super funds which provide advice around tax want exemption from requirement to register as tax agents....
Financial planning
Advisers are focused on compliance in the lead-up to the FOFA deadline at the expense of marketing and business development, says The Advice Exchange....
Accounting
Accountants unhappy with constraints imposed by APES 230 are looking to a less fettered IPA....
Financial planning
Financial advisers practising within managed discretionary account (MDA) arrangements may seek the stability of a larger, more established MDA operator in order to meet A...
Financial planning
Financial Planning Services Australia (FPSA) has engaged consultative firm The Encore Group to drive business growth and FOFA (Future of Financial Advice) readiness....
Financial planning
Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....
Financial planning
ASIC Commissioner Peter Kell suggests embracing the purpose of FOFA is necessary for planning to become a profession....
Editorial
It would seem that in the mind of the Minister for Financial Services, Bill Shorten, accountants need to shoulder none of the responsibility for investors being burned by...
Policy & Regulation
Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...
Financial planning
The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....
Financial planning
While the 'hard' implementation date for the Future of Financial Advice (FOFA) regulation is 1 July 2013, one financial planner has been voluntarily complying with the re...
Superannuation
With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...
Editorial
It is now nearly a month since the Prime Minister, Julia Gillard, announced that the 2013 Federal Election would be held on 14 September – and despite her suggestions to ...
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
People & Products
Following its decision to merge with financial advisory firm Tynan Mackenzie late last year, ipac has appointed Eric Gibson, Nick Brinkworth and Craig Weber as general ma...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...