SMSFA

Financial planning

The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....

image
SMSF

The SMSF Association has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA)....

image
Policy & Regulation

Eight industry associations say the compensation scheme of last resort will become a “go to” rather than a last resort and excludes product providers from accountability....

image
SMSF

Lowering regulation costs and an improved regulatory framework for limited licences is among the items on the Association’s regulatory wish list....

image
Financial planning

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...

image
Superannuation

Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

image
Superannuation

Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....

image
Financial planning

The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to th...

image
Features

The two largest financial planning organisations have increasingly been singing from the same hymn book in delivering their policy messages to Canberra but they are still...

image
SMSF

In the latest FASEA draft guidance, the importance of specialist advice for self-managed superannuation funds has been recognised, according to the SMSF Association....

image
Superannuation

The bill would see the maximum allowable number of members in a self-managed super fund increase from four to six....

image
Superannuation

The Financial Services Council has lent its weight to the SMSF Association’s push to clear the way for self-managed funds to invest in infrastructure....

image
Superannuation

Cutting red tape for financial advice will aid the economic recovery post-COVID-19 pandemic, says the SMSFA....

image
People & Products

Peter Hogan will retire from self-managed superannuation (SMSF) representative body the SMSF Association at the end of September....

image
Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

6 days 14 hours ago