financial planning

Financial planning

ASIC bans Victorian-based financial adviser Allan Burt Vissenjoux from providing financial services....

Life/Risk

New MetLife/FSC research reveals that tax incentives similar to those applied to health insurance could help bridge Australia’s under-insurance gap....

Superannuation

SPAA numbers boosted with Count partnership deal

SPAA membership will be boosted after partnering with Count Financial to provide subsidised services to advisers....

Policy & Regulation

AFA produces FOFA facts analysis

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

Financial planning

'Benign instos’ on the rise

The big institutions are dropping their product push mentality to attract more advisers. ...

Policy & Regulation

Cormann’s complete halt to FOFA well received

Minister puts brakes on both legislative and regulatory amendments to FOFA but action is well received. ...

Policy & Regulation

Cormann pauses FOFA process

Finance Minister, Senator Mathias Cormann pauses FOFA process for consultations...

Financial planning

Convergence of planning and accountancy unlikely

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

Financial planning

What planners can learn from successful entrepreneurs

If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...

Financial planning

Exiting planning because it’s just unattractive

Dealer group head warns that tough regulations and a range of other factors are making planning an unattractive business....

Accounting

Count launches accountants licensing offer

Count launches accountants licensing offer and commits to meeting APES 230....

Financial planning

Planners remain optimistic

New Wealth Insights research confirms planners remain generally upbeat....

Accounting

Accountants should avoid going to institutions for licence

Accountants who wish to avoid product distribution pressure should not join an institutionally aligned licence if they wish to provide advice....

Policy & Regulation

FSC’s FOFA legal advice counters ISA

The FSC has obtained legal advice from a Senior Counsel confirming the Government’s FOFA changes will not undermine client best interest or consumer protections....