rob lavery

Financial planning

TPB consultation paper could lead to 40+ hrs adviser CPE

The Tax Practitioners Board latest consultation paper could result in greater training requirements for advisers. ...

Financial planning

Advisers should assume worst-case scenario on FASEA timeframes

Advisers would do well to assume worst-case scenario outcomes when it comes to extending the Financial Adviser Standards and Ethics Authority deadlines, according to weal...

Financial planning

Institution size a consideration

Australians have a sense of security when they seek financial advice from larger institutions and advisers should consider this if looking to move to smaller licensees, w...

Financial planning

Do advisers face being squeezed out of super?

Will changes to default superannuation arrangements combine with changes to income streams serve to squeeze many advisers out of the superannuation market?...

Financial planning

Tax strategy options open up via catch-up contributions

Technical expert, Rob Lavery believes the 1 July changes allowing catch-up contributions have opened the way for astute tax management strategies....

Financial planning

Jury still out on life/risk commission realities

More work needs to be done on commission-based adviser remuneration in Australia because the research signals are mixed, according to wealthdigital’s Rod Lavery....

Financial planning

Financial planners need to prepare for alternative election outcomes

The outcome of this year’s Federal election could have differing impacts for financial planners regarding each parties’ views on superannuation and tax....

Financial planning

Advisers need to start planning for FASEA

With the Financial Adviser Standards and Ethics Authority’s education reforms looking inevitable, advisers need to turn their mind to where and how they will study once t...

SMSF

SMSF policy changes put pressure onto trust deed updates

Following a period of significant change for self-managed superannuation fund policy, trustees and their advisers should remember to review trust deeds, weathdigital has ...

Superannuation

Many SMSFs not prepared for SuperStream, wealthdigital says

Self-managed super funds face potential issues from draft regulations that would apply SuperStream data standards to SMSFs more extensively from the end of November 2019....

Financial planning

More scrutiny needed on FASEA code of ethics

Financial advisers need to engage more with consultation on the Financial Adviser Standards and Ethics Authority’s consultation on a new code of ethics before it is too l...