POWERED BY MOMENTUM MEDIA
WEALTHDIGITAL
Financial planning
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
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
Technical expert, Rob Lavery believes the 1 July changes allowing catch-up contributions have opened the way for astute tax management strategies....
Financial planning
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
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
The post-Royal Commission financial planning landscape by 2030 will see a number of losers and winners, according to wealthdigital....
Financial planning
The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...
Financial planning
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
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
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
The new standards to be put in place under the FASEA regime present challenges for those who predominantly provide SMSF advice under a limited licence, the online advice ...
Financial planning
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...
Never miss the latest news and developments in wealth management industry
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....