News : financial advice

SMSFs present big advice opportunity

September 29, 2025

A distinct opportunity exists for practitioners to provide service t SMSF trustees as the majority of the sector is not receiving advice.

September 22, 2025

SMSF practitioners who cut corners to save clients time or money may find that strategy fails when disputes arise around benefits.

September 22, 2025

The government will not be providing a definition of what will be considered simple advice under the Delivering Better Financial Outcomes package.

September 17, 2025

ASIC has banned an accountant after it found he provided unlicensed advice about setting up SMSFs and rolling funds into them.

September 11, 2025

The funding shortfall regarding the CSLR should be borne by the entire financial services industry as well as the government sector.

September 4, 2025

An additional levy on advisers to fund the CSLR is a band-aid solution, when the compensation scheme needs to be urgently reformed.

September 4, 2025

The FAAA hopes draft legislation regarding the new class of adviser will be released soon so the industry body can work out the impact on the sector.

September 3, 2025

A recent analysis on the value of financial advice has confirmed there is an untapped market for practitioners among younger Australians.

September 2, 2025

Advisers charging their own SMSF for work they have carried out may inadvertently breach early access rules.

September 2, 2025

An adviser who recommended the use of SMSFs for property investments has been banned for not acting in his clients’ best interests.