Bryan Ashenden

Financial planning

Which technical areas are advisers facing difficulty?

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

Financial planning

The EOFY queries of advisers

As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...

Financial planning

Government’s $3m super cap ‘top of mind’ for advisers

The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...

Financial planning

Budget 2022: Could more changes be announced by the election?

Advisers should not rest on their laurels on the lack of changes in this year’s Budget as more could be announced between now and the May election....

Financial planning

FASEA exam remains top of mind for advisers

Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....

Financial planning

Fixed-term fees not a way to evade ongoing fee consent

Fixed-term arrangements cannot be used to avoid ongoing fee consent renewals and advisers could breach the code of ethics by trying to use them in that way....

Financial planning

How advisers can avoid trouble with the FSCP

Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....

People & Products

SMSF Association appoints board members

Retirement Income Review panel member Deborah Ralston and BT’s Bryan Ashenden have been appointed to the association’s board....

Financial planning

Adviser recruitment needs to start now

Practices that will lose or are at risk of losing advisers next year will need to start recruiting now for a smoother handover for clients next year....

Financial planning

Any changes to Standard 3 will be in 2022

There will not be any changes to the Financial Adviser Standards and Ethics Authority’s Standard 3 of the code of ethics this year as it is Treasury that will have to mak...

Tools & guides

Super changes from the Budget

This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...

Financial planning

FASEA ethics code to be up for review in 2022

While the Financial Advisers Standards and Ethics Authority will cease to exist from 1 January, 2022, its code of ethics will still be up for review as the guide is yet t...

Features

A year like no other

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

Features

Advice during COVID-19

Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...