FINANCIAL ADVICE

Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

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Editorial

Financial planners should strongly welcome the delayed implementation of FOFA because shortly after its introduction will be the next Federal Election....

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Policy & Regulation

A document has circulated purporting to show an agreement between the Financial Planning Association and Industry Super Network involving a trade-off, conceding opt-in ag...

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Policy & Regulation

Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....

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Financial planning

A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....

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Superannuation

Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...

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Editorial

The Government’s handling of FOFA risks entrenching an inappropriate advantage for superannuation funds with respect to the provision of financial advice, writes Mike Tay...

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Financial planning

This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...

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Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

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Policy & Regulation

All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....

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Financial planning

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

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Policy & Regulation

The FPA has written to the key independents outlining the flaws in the FOFA bills and seeking support for amendments....

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Financial planning

Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....

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Superannuation

Freya Purnell takes a closer look at what life after Stronger Super might bring to the superannuation sector....

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Financial planning

For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....

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