Articles by Tia Thomas

AFCA

AFCA proposes lower cost funding model

AFCA funding model

AFCA has released a proposed user-pays funding model which it claims will move the cost burden onto those members who generate the most complaints.

read more
Cryptocurrency

State Street strengthens digital assets capability

State Street digital assets

State Street Digital and Copper.co have collaborated to provide clients a secure space to store and settle digital assets, including cryptocurrencies.

read more
Aged Care

Aged care a missed chance

aged care advice

The financial planning industry has overlooked the ageing population, despite Aged Care Steps noting the opportunity for growth and quality advice.

read more
Education

Dates for final adviser exams announced

ASIC adviser exam

ASIC has announced the final dates in which financial advisers can undergo the exam after FASEA transferred its powers to the regulator last year.

read more
Financial Planning

Clients’ needs should be top priority

clients needs priority

The needs of clients should be the number one priority for financial services firms but this fundamental principle has not always been followed.

read more
ASIC

ASIC moves on reciprocal audits

SMSF auditors reciprocal

ASIC has found eighteen SMSF auditors in breach of independence regulations after conducting reciprocal audit arrangements.

read more
Business News

SMSFA conference tackles red tape

SMSF Association conference

A new concurrent session has been added to the program for the 2022 SMSF Association National Conference to address the issue of industry red tape.

read more
Documentation

Multiple attorneys can cause conflict

powers attorney SMSF

An SMSF expert has warned trustees to consider the implications of appointing numerous children as joint powers of attorney.

read more
Investments, Technology

OpenInvest partners with Simon Wu venture

OpenInvest Simon Wu

SWU Group and OpenInvest have partnered to release a digital investment platform to clients of the Simon Wu led advice firm.

read more
Financial Planning

Reduce but improve adviser regulations

financial advice regulations

Less regulation that is better crafted and administered is needed to reduce the cost and complexity of financial advice, according to the FPA.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.