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Financial planning
With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...
Financial planning
Shadow minister for financial services, Luke Howarth, has reassured the industry that the Coalition “won’t go back to the drawing board” when it comes to implementing the...
Financial planning
ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes....
Financial planning
The first Delivering Better Financial Outcomes bill has now passed both the Senate and the House of Representatives....
Financial planning
The Delivering Better Financial Outcomes bill has been passed in the Senate following amendments....
Financial planning
Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....
Financial planning
The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....
Financial planning
A group of licensees have put together a petition calling on the government to fix major issues around the CSLR levy and Delivering Better Financial Outcomes legislation....
Financial planning
The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementatio...
Financial planning
The Senate economics legislation committee has pushed back the release of its findings on the Delivering Better Financial Outcomes bill, the same day as the Coalition wri...
Financial planning
Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
Financial planning
ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...
Financial planning
Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...
Financial planning
As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its ...
Financial planning
Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....
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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...