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QAR
Financial planning
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...
Financial planning
Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year....
Financial planning
While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...
Financial planning
The government’s response to the Quality of Advice Review has been ranked by Ensombl as the number one issue discussed among financial advisers with advisers keen for mor...
Financial planning
Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...
Superannuation
It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter. ...
Financial planning
With the industry currently sitting at some 15,679 advisers, Wealth Data has crunched the numbers to find the business model witnessing the most departures in the calenda...
Financial planning
The Financial Services Council has noted the “enhanced risk” that comes from implementing changes to financial advice legislation simultaneously with the Quality of Advic...
Financial planning
There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic ...
Financial planning
Amidst concerns that video SOAs or a shorter advice document could replace paraplanners, this industry professional sees it as an opportunity for them to upskill....
Financial planning
The Quality of Advice Review may be hoping to reduce regulatory red tape but the need for temporary support staff and paraplanners is on the rise as more advisers opt for...
Financial planning
Three things are missing from the government’s formal response to the QAR, according to the FAAA’s Phil Anderson, while a panel has shared why they believe the QAR should...
Financial planning
The FAAA’s Phil Anderson has shed light on when advisers could see any update from the government on the progression of the Quality of Advice Review changes....
Financial planning
Minister for Financial Services, Stephen Jones, has reiterated his support for superannuation funds helping everyday Australians manage their money following widespread d...
Financial planning
Six months since being named CEO of its local arm, Dimensional’s Bhanu Singh shares his insights on the Australian adviser market, the Quality of Advice Review (QAR), and...
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Podcast
Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...
If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...
Commissioner Hayne recommended Consent Forms to stop Bank Executives [not Advisers] illegally taking fees out of consume...