FOFA

Financial planning

Planners shy away from outsourced services

Financial services is one of last professions to outsource routine procedures to improve productivity....

Policy & Regulation

Banks’ next results rest on regulatory outcomes

The performance of the big four banks in the next half year will be intrinsically linked to the outcome of regulatory reforms in the financial services sector, according ...

Financial planning

FPA defends its handling of bad planners

As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....

Financial planning

Platforms spend big on compliance

Platforms are continuing to struggle with FDS as research finds compliance accounted for half of development spending. ...

Financial planning

Advisers seek clarity on TASA and FOFA

TASA and FOFA focus of planners’ attention....

Superannuation

Few members understand insurance inside super

New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....

Financial planning

Year-end tax strategies - avoiding unpleasant surprises

No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...

Policy & Regulation

FSI not best place to debate FOFA changes

FOFA should be given time to settle before further changes, according to Minter Ellison....

Financial planning

Synchron grows planning numbers despite grandfathering

Synchron has actioned growing its planner numbers on the basis of ASIC’s no-action approach to grandfathering....

Policy & Regulation

Will FOFA changes undermine intrafund advice?

Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....

Policy & Regulation

FOFA now only a 'distraction’ for advisers

Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...

Editorial

Pausing FOFA changes a win for pragmatism

It would be very easy to have read the announcement by the Minister for Finance, Senator Mathias Cormann, that he was pausing the FOFA change process as some sort of a vi...

Superannuation

It’s time to talk about the future of superannuation

With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....

Financial planning

Making the choice between an aligned or non-aligned group

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

Editorial

Outflanked in FOFA PR battle

Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...