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FOFA
Policy & Regulation
The AFA has released a position paper claiming FOFA has been hijacked and is failing to meet its original objectives....
Financial planning
The IPA says removing the accountants' exemption for financial advice on SMSFs could potentially lower access to advice rather than improve it....
Policy & Regulation
Platform provider netwealth has launched a new online service which the company said would help financial advisers prepare for the upcoming Future of Financial Advice cha...
Financial planning
Rice Warner has responded to criticism from segments of the financial planning industry over its findings that opt-in would cost $11 per client with a clarification over ...
Financial planning
Treasury should fix the uncertain best interest guidelines so that advisers are clear on the extent they are protected from legal claims brought by disgruntled clients, a...
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
Financial planning
The technology surrounding simple advice has been the focus of both financial planners and software developers in the last 12 to 18 months, according to Investment Trends...
Financial planning
Introducing compulsory opt-in requirements for financial advice while also requiring a collective fee to be paid by superannuation fund members for personal advice create...
Policy & Regulation
With the only winners from FOFA likely to be industry funds and the big end of town, the AFA has called on the Government to delay its implementation beyond 1 July, next ...
Financial planning
Amid suggestions of unintended consequences, Assistant Treasurer Bill Shorten promises amendment mechanisms but only after bills have been tabled in the Parliament....
Financial planning
The possibility of having to comply with opt-in requirements has emerged as a minor issue for members of the Boutique Financial Planning Principal's Group (BFPPG) attendi...
Financial planning
Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....
Top 100
As the risk market becomes more competitive due to the consistently strong demand for insurance products, life companies have truly embraced adviser feedback. The Money M...
Financial planning
Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....
Editorial
The Commonwealth Bank has moved to acquire Count Financial and, as Mike Taylor reports, pragmatism and the realities of the FOFA changes are the driving forces behind the...
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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...