FINANCIAL ADVICE REFORMS

Financial planning

Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...

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Editorial

As the Government considers the way forward on the Future of Financial Advice reforms, Money Management publishes the following open letter written by a senior Melbourne ...

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Financial planning

Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...

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Editorial

In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...

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Financial planning

Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....

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Accounting

National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....

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Life/Risk

Treasury looks at different rules for insurance and investment advice....

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Editorial

Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....

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Financial planning

Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....

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Policy & Regulation

The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...

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Editorial

Stewart Bell looks at the proposed Future of Financial Advice reforms and the changes they have already brought to the industry....

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Financial planning

Gold Coast financial planning practice Wealth Vision has achieved much of what the Future of Financial Advice reforms are designed to achieve: greater access to affordabl...

Financial planning

The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...

Superannuation

The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...

Financial planning

MLC has launched a new program called Pathway to Advice Excellence to help prospective financial planners start out in the industry....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 15 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago