financial planning industry

Financial planning

FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....

Accounting

Accounting bodies negative on TASA outcome

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

Financial planning

Govt grants breathing space on TASA bill

The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....

Editorial

Financial advisers face a PI insurance time bomb

Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...

Accounting

Accountants resist TASA delay

CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....

Editorial

Growing on merit – not by compulsion

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...

Editorial

Labor leaving a messy legislative legacy

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

Financial planning

FPA boosts Gen Y numbers

The Financial Planning Association has seen a significant change in member demographics over the past 12 months, with an increasing number of young planners joining the a...

Financial planning

Financial planning’s evolution to mirror accounting industry

Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....

Financial planning

TASA and financial planners - the search for facts and common sense

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

Financial planning

FSC points to TASA disadvantage for planners

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

Superannuation

Instreet talks up ‘bespoke’ approach

Improved investor sentiment fuelled by strong equity markets is resulting in a growing demand for bespoke structured products, according to George Lucas, managing directo...

Financial planning

ASIC delays work on planner education

ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...

Editorial

Fund managers facing their own FOFA challenges

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...

Funds management

Optimism sparks interest in tailored products

Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...