Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
With the limited licensing regime for accountants set to begin on 1 July this year, SMSF specialists are weighing up their options....
Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...
Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....
The implementation of the 'limited licence’ regime is likely to result in more accountants becoming fully licensed to provide financial advice, according to JNP Capital d...
Accountants and administrators may struggle to keep up with SMSF growth in 2013, leading to increased business for SMSF business process outsourcing....
Over one-third of accountants who specialise in self-managed superannuation funds (SMSFs) say they will move into the limited licensing regime as soon as it begins on 1 J...
The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...
Demand for finance and accounting professionals in the financial services industry is expected to remain subdued over the first quarter of 2013, according to the 'Robert ...
Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...
With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...
SPAA has pointed accountants towards its Public Practice Certificate as at least a part of finding an answer to the new limited licensing arrangements replacing the accou...
Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...
FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....