financial advisers

Financial planning

FPA urges tax deduction for initial advice

The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....

Editorial

When old scars still pain

The Financial Services Council caused something of a stir in the financial services industry when, at its annual conference in Brisbane, it announced a policy discussion ...

Life/Risk

Commuting an income protection policy

Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...

Financial planning

IOOF gets MySuper sign-off

IOOF has received its MySuper licence approval from APRA and has signalled it will be offering a "dynamically managed diversified investment strategy" via its IOOF Balanc...

Financial planning

Advisers cautioned on over-promising dealer groups

Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....

Superannuation

SMSF exposure to residential property over-stated

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

Financial planning

Female excellence award finalists announced

Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award. ...

Financial planning

The secrets of successful succession planning

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...

Financial planning

Get an A+ for your next licensee compliance audit – Part 2

Last week, Money Management published the first eight of Paul Derham’s 16 tips to help planner practices sail through their next licensee compliance audit. In part 2, Der...

Editorial

ETFs: a client solution and business asset

BlackRock Australia’s Jonathan Howie explains why ETFs can work in the best interests of clients and financial advisers. ...

Editorial

Financial services recruitment - if not now, when?

After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...

Financial planning

Will FOFA give independent advisers a new lease of life?

The Future of Financial Advice regime is slowly settling down. Well, perhaps. With the recent election of a Coalition Government, all bets could be off the table, as Geor...

Superannuation

SMSF changes put spotlight on accountants and advisers

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...