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FOFA
Financial planning
Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...
Policy & Regulation
The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....
Superannuation
The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....
Financial planning
Recent changes to the laws governing platforms, such as an increase to the net tangible asset requirement, will make it harder for dealer groups to bring platform service...
Financial planning
Compliant industry codes of conduct deemed to obviate the need to comply with opt-in requirements will have to meet a hefty set of criteria, according to ASIC commissione...
Superannuation
Opposition Senator David Bushby says Government over-egged FOFA but wants the same "zeal" applied to superannuation governance changes....
Editorial
From his conversations with financial advisers, TAL Limited’s Jim Minto has identified three game-changing topics....
Editorial
If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....
Financial planning
Level of interest sees AFA/FSC upgrade to a larger venue for their Future of Financial Advice forum....
Financial planning
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Editorial
The collapse of Storm Financial and Trio Capital are cited as the catalysts for strengthening the powers of the regulators via FOFA and Stronger Super, but as Mike Taylor...
Policy & Regulation
The intra-fund fee legislated under FOFA does not allow corporate superannuation advisers to charge for the services they provide, according to Corporate Superannuation S...
Policy & Regulation
A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...
Financial planning
Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
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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...