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FOFA
Financial planning
The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....
Superannuation
With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...
Accounting
The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...
Financial planning
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Superannuation
The Industry Super Network has launched an advertising campaign focused on the payment of commissions with respect to financial advice around superannuation....
Financial planning
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
Financial planning
ASIC doubles NTA levels for custodians and IDPS providers ...
Financial planning
ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....
Financial planning
David Bradbury replaces Bill Shorten in Financial Services portfolio....
Superannuation
Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...
Financial planning
The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....
Policy & Regulation
The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....
Policy & Regulation
FSC chief John Brogden has written to the new Labor government asking for FOFA to be extended until 1 July, 2014....
Policy & Regulation
BT Advice has revealed how much in money and human resources it spent on FOFA preparations....
Financial planning
After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...
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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...