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Superannuation
APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Financial planning
Financial advisers have been listed as the dominant distributors of retail structured products in Australia by research undertaken by IOSCO. ...
Financial planning
Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...
Financial planning
The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...
Financial planning
FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
Financial planning
With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....
Life/Risk
Knowing what to do to avoid major pitfalls at claim time is where advisers’ true value lies, according to Col Fullagar....
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Editorial
Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...
Editorial
There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...
Financial planning
Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...
Financial planning
Financial advisers are spending considerable time and resources in developing their client presentation but falling short in the client interaction process....
Superannuation
AFA president Michael Nowak is calling for an amnesty on changes to super in next month’s Federal Budget in order to restore consumer confidence in the retirement system....
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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...