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QUALITY OF ADVICE REVIEW
Superannuation
The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...
Financial planning
The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details...
Policy & Regulation
Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...
Financial planning
Former financial adviser and Coalition backbencher Bert van Manen has introduced a bill in Parliament, building on Michelle Levy’s good advice duty and calling for SOAs t...
Financial planning
As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms ...
Expert Analysis
One of the apparently happy outcomes of QAR Tranche 1 was the introduction of relief from having to provide a Financial Services Guide but it turns out this was not all i...
Financial planning
A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...
Financial planning
With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...
Financial planning
Shadow minister for financial services, Luke Howarth, has reassured the industry that the Coalition “won’t go back to the drawing board” when it comes to implementing the...
Financial planning
ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes....
Financial planning
The first Delivering Better Financial Outcomes bill has now passed both the Senate and the House of Representatives....
Financial planning
The Delivering Better Financial Outcomes bill has been passed in the Senate following amendments....
Financial planning
Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....
Financial planning
The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....
Financial planning
A group of licensees have put together a petition calling on the government to fix major issues around the CSLR levy and Delivering Better Financial Outcomes legislation....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....