rob lavery


TPB consultation paper could lead to 40+ hrs adviser CPE

Advisers should assume worst-case scenario on FASEA timeframes

Institution size a consideration

Do advisers face being squeezed out of super?

Tax strategy options open up via catch-up contributions

Jury still out on life/risk commission realities

Financial planners need to prepare for alternative election outcomes

Advisers need to start planning for FASEA

SMSF policy changes put pressure onto trust deed updates

Many SMSFs not prepared for SuperStream, wealthdigital says

More scrutiny needed on FASEA code of ethics