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 claim Government’s concessions to planners on TASA are a negative outcome for consumers....
Financial planning
The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....
Editorial
Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...
Accounting
CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....
Editorial
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
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
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
Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....
Financial planning
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 senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Superannuation
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 has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...
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...
Funds management
Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...
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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...