wealthdigital

Financial planning

Advisers should assume worst-case scenario on FASEA timeframes

Advisers would do well to assume worst-case scenario outcomes when it comes to extending the Financial Adviser Standards and Ethics Authority deadlines, according to weal...

Financial planning

Institution size a consideration

Australians have a sense of security when they seek financial advice from larger institutions and advisers should consider this if looking to move to smaller licensees, w...

Financial planning

Tax strategy options open up via catch-up contributions

Technical expert, Rob Lavery believes the 1 July changes allowing catch-up contributions have opened the way for astute tax management strategies....

Financial planning

Jury still out on life/risk commission realities

More work needs to be done on commission-based adviser remuneration in Australia because the research signals are mixed, according to wealthdigital’s Rod Lavery....

Financial planning

Financial planners need to prepare for alternative election outcomes

The outcome of this year’s Federal election could have differing impacts for financial planners regarding each parties’ views on superannuation and tax....

Financial planning

What will financial planning look like by 2030?

The post-Royal Commission financial planning landscape by 2030 will see a number of losers and winners, according to wealthdigital....

Financial planning

Has FASEA undermined the limited licensing regime?

The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...

Financial planning

Advisers need to start planning for FASEA

With the Financial Adviser Standards and Ethics Authority’s education reforms looking inevitable, advisers need to turn their mind to where and how they will study once t...

SMSF

SMSF policy changes put pressure onto trust deed updates

Following a period of significant change for self-managed superannuation fund policy, trustees and their advisers should remember to review trust deeds, weathdigital has ...

Superannuation

Many SMSFs not prepared for SuperStream, wealthdigital says

Self-managed super funds face potential issues from draft regulations that would apply SuperStream data standards to SMSFs more extensively from the end of November 2019....

Financial planning

FASEA a major hurdle for SMSF advice, wealthdigital says

The new standards to be put in place under the FASEA regime present challenges for those who predominantly provide SMSF advice under a limited licence, the online advice ...

Financial planning

More scrutiny needed on FASEA code of ethics

Financial advisers need to engage more with consultation on the Financial Adviser Standards and Ethics Authority’s consultation on a new code of ethics before it is too l...