News : financial advice

Estate Planning, financial advice, Pensions, SMSF

Best openings from older clients

SMSF trustees Pension Strategies Financial advice Inheritance Estate planning

Two distinct issues have been identified as areas on which advisers should concentrate in order to provide the greatest value for their SMSF clients.

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Estate Planning, financial advice, Financial Planning

Need for wealth transfer help common

wealth transfer financial legacy

Many Australians who have yet to retire are actively looking at how they can pass on money to their successors, with the lack of information creating opportunities for advice.

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financial advice, Regulation

Experience pathway passes through parliament

Financial adviser experience pathway

The government has passed laws allowing experienced advisers to practice without further education and penalising executives who breach accountability obligations.

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financial advice

Advisers experiencing higher workloads

Investment Trends adviser business model

Financial advisers are growing their client base and profits through higher fees and cost management, despite industry exits and concerns about proposed changes.

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ASIC, Compliance, financial advice

More details needed on levy spending

ASIC adviser levy FAAA Sarah Abood

ASIC should provide the advice sector with further information on how it spends more than $55 million each year on enforcement work, given the recent increase in the adviser levy.

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Education, financial advice, Financial Planning, SMSFA

Specialisation can meet advice demand

SMSF Association specialist education financial advice

The SMSF Association has called for more advisers to consider specialist training to take advantage of the growth in the sector and the related demand for advice.

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financial advice, SMSF

Intent at set-up critical for advisers

SMSF establishment intent

Financial advisers need to comprehend the reasons why a client might want to establish an SMSF so they can uphold ethical standards and fulfil their professional obligations.

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Compliance, financial advice, Regulation, SMSF

Use tech services with caution

Financial advice technical services

SMSF advisers should use technical support services in moderation when offering advice on complex or technical matters outside their expertise.

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Administration, financial advice, Platforms

Hub24 unveils new data feeds

Hub24

Platform provider Hub24 is set to expand the range of features available to its adviser clients, introducing new data feeds and capabilities to its platform.

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Compliance, financial advice, Regulation

Ethical advice goes beyond compliance

SMSF advice ethics

When providing advice to SMSF clients, advisers should consider external factors as adhering to the Corporations Act may not guarantee ethical conduct.

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