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QUALITY OF ADVICE REVIEW
Financial planning
The FAAA has called for APRA to update the sole purpose test to reflect changes under the Quality of Advice Review for super funds to provide advice....
People & Products
As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....
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
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...
Financial planning
Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the pro...
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
Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...
Financial planning
Three major changes have been announced in the latest Delivering Better Financial Outcomes reforms regarding how advisers provide and document advice to their clients....
Financial planning
While the Quality of Advice Review is expected to positively impact financial adviser numbers, Rainmaker’s new projections underline the continuous challenge they face to...
Financial planning
The government has released the first consultation on its Delivering Better Financial Outcomes reforms, focused on removing regulatory red tape....
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
The chief executives of AMP and Insignia have shared their thoughts on how regulatory and technological developments can help a largely underserved “middle Australian” po...
Financial planning
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....
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...
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Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...