The SMSFA has said the financial advice profession would be better served with clear education pathways and options recognising the ...
The ASBFEO is concerned that the experience pathway will dilute the quality of advice.
Unless a tax return is lodged correctly this financial year following the most recent changes there may be some unexpected ...
Keeping thorough notes and observing what is happening in a client’s life is essential if there is a dispute about ...
The art of being a good adviser lies in asking the right questions and being able to ascertain why a ...
Quality of Advice Review (QAR) lead Michelle Levy has reiterated her recommendation that the best interests duty be scrapped.
Building equal super balances between members of a couple has been an area of concern for advisers since the introduction ...
Phil Anderson believes it’s unrealistic to expect the government to issue draft legislation for QAR recommendations this year.
Before commencing an income stream, advisers should check that their SMSF clients have sufficient taxable income, says a senior technical ...