News : financial advice

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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
financial advice, SMSFA

SMSF sector built by advisers

SMSF sector specialist advisers

Specialist SMSF advisers have played a key role in building the SMSF sector and its representative body into a recognisable presence in the superannuation landscape.

read more
financial advice, Financial Planning

QAR receives subdued response

Quality Advice Review government response

The inherent flaws in the government’s approach to implementing the recommendations of the Quality of Advice Review have been called out.

read more
financial advice, Financial Planning, Technology

Advisers adopt more tech as numbers shift

advisers technology

Advisers are adopting more technology as the number of their peers decline and their client bases continue to increase in size.

read more
ASIC, Compliance, financial advice

RG 175 knowledge a compliance must

RG 175

Financial advisers need to have a working knowledge of Regulatory Guide 175 to ensure their compliance procedures are sound.

read more
financial advice, Financial Planning

Industry raises concerns with Jones

Financial practitioners from six industry bodies have put forward their view on advice changes to the government in a series of forums with Financial Services Minister Stephen Jones.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.