GPS Wealth has announced the launch of a cloud-based statement of advice tool for accountants, which would produce SOAs for setting up SMSFs, among other functions....

A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...

After scanning through thousands of Statements of Advice, Katherine Marchant runs through the common mistakes planners make that jeopardise best practice....

ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but would overlook the related costs of advice according to Syn...

Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...

Former ASIC officer turned consultant calls for standardised, regulated SOA document....

Australian financial services businesses using overseas staff increase markedly in six months...

Warning that FOFA fee disclosure requirements will create more problems than they fix....

When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...

Hong Kong-based private wealth management company Harris Fraser Group is using the Australian retail advice model to poach high-net-wealth clients from private bankers....

With the limited licensing regime for accountants set to begin on 1 July this year, SMSF specialists are weighing up their options....

XPlan is developing a SOA template for four local government superannuation funds....

The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...

Financial planning practices often need to use the services of legal professionals. Samantha Hills gives tips on how to find lawyers and work with them to achieve the bes...