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FINANCIAL PLANNING
Financial planning
An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....
Financial planning
Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the watch of APRA....
People & Products
Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....
Financial planning
Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....
Financial planning
Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....
Financial planning
A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...
Accounting
Accountants may well have been acting rationally in not rushing to the new licensing regime, according to Premium Wealth Management’s Paul Harding-Davis....
Financial planning
The latest data from the Australian Bureau of Statistics suggests most Australians have come to terms with retiring after age 65 and mostly relying on their super....
Financial planning
The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....
Financial planning
Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....
Tools & guides
There needs to be careful consideration of the significant overlap between the requirements of the new professional standard framework under the new Standards Body and th...
Features
Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and ...
Financial planning
Defence Housing Australia which has promoted itself heavily in the financial adviser community is currently the subject of an AFP investigation....
Financial planning
Consumers’ desire for convenience means that typical nine to five hours are no longer suitable with clients seeking advice outside the traditional working day, YBR believ...
Editorial
Financial planners and their clients face an inevitable period of uncertainty at a time of continuing volatility if the Government moves for a double dissolution election...
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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...