WEALTHDIGITAL

Financial planning

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

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

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

Financial planning

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

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

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

Financial planning

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

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

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

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

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

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
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