Over 2,000 financial advisers to exit in 2022
Tony Zhang
The cost of advice is expected to grow as the adviser exodus continues, a report finds.
The cost of advice is expected to grow as the adviser exodus continues, a report finds.
SMSF professionals may want to start thinking about how pension payments will be classified for the next financial year, says a technical ex
The bank has been penalised for widespread compliance failures across multiple businesses including banking, superannuation, wealth manageme
Heffron says SMSFs still need to be cautious around non-arm’s length arrangements.
While the repeal of the work test provides more opportunity for clients to transfer their UK pension to Australia, a specialist adviser sai
The Financial Planning Association (FPA) CEO believes that while current education standards in advice must be addressed immediately, it’s
A recent retirement pilot study has highlighted key insights to shape pre-retirement planning along with how to further improve holistic ret
A new survey has revealed that optimism for both financial advisers and investors is increasing as pandemic restrictions around Australia ea
New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesti
An industry group says “one of the greatest challenges” confronting the advice industry must be looked at in the upcoming Quality of Adv
The Financial Planning Association is hopeful that the legislation of the retirement income covenant will lead to a greater range of retirem
The “one size fits all framework” implemented by FASEA has not worked, an industry body has told Treasury.
The AAT has recently affirmed the decision to impose stamp duty on a property involving an SMSF, providing important details on different im
Statewide Superannuation has been ordered to pay $4 million after collecting fees for insurance cover that didn’t exist from thousands of
SMSFs should be wary of views suggesting that adult children can qualify as financial dependents simply by receiving regular payments, a tec
The use of various entities to jointly qualify for the “sophisticated investor” status will need to navigate various legal hurdles, espe
The Association of Independently Owned Financial Professionals (AIOFP) has announced a new “engage and enrage” campaign in the lead-up t
While the measures from last year’s budget are still stuck in Parliament, many advisers are getting on the front foot and starting identif
The managing director of a financial services company says the key to making advice more affordable for Australians is to remove the complex
The implementation of the compensation scheme of last resort (CSLR) needs to take into account the upcoming changes in the advice landscape
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