financial planners

Financial planning

Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....

Funds management

Financial planners should consider specialising in property investment to take advantage of current market forces, according to Property Investment Professionals Associat...

Financial planning

Securitor social media push to speak to planners and clients

Securitor rolls out a group-wide social media capability, with plans to use the platforms for professional development and technical training as well as providing a furth...

Financial planning

Planners' technical abilities in doubt

Clients of financial planners are questioning their advisers' technical abilities while still seeing them as trustworthy and reliable....

Financial planning

AFS planners face PI uncertainty

Speculation surrounding the future of the Australian Financial Services (AFS) Group has increased amid questions about its ability to provide professional indemnity (PI) ...

Editorial

Tax Agent Services Act: financial planners still in the dark

Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...

Financial planning

TASA debate reaches its crescendo

Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...

Superannuation

Complete super rollovers within 3 days – APRA

APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....

Financial planning

No difference between advisers and planners

AFA wants legislation to reflect that there is no difference between planners and advisers....

Policy & Regulation

Tax loophole concerns for deferred lifetime annuity reforms

Treasury are concerned further reforms to develop a deeper deferred lifetime annuity market may create a tax loophole for planners and product developers said The Actuari...

Financial planning

TASA and financial planners - the search for facts and common sense

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

Financial planning

FDS presents client retention challenge

Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....

Financial planning

FSC points to TASA disadvantage for planners

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

Financial planning

Are efforts to boost financial literacy missing their mark?

The Government has made a big push to improve financial literacy among consumers, but was it the right approach? Tim Stewart reports....

Financial planning

TPB releases adviser education requirements

Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...