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...
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...
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...
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....
Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....
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....
Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....
Retirement Income Review panel member Deborah Ralston and BT’s Bryan Ashenden have been appointed to the association’s board....
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....
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...
This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...
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...
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
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...
Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...