News : financial advice

financial advice

Advisers can eliminate info lag

SMSF advice market information

SMSF trustees who receive financial advice are more likely to be receiving the most up-to-date information needed to run their own super fund.

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ASIC, financial advice, Tax

Adviser register to show tax advice capability

Advisers register tax advice

ASIC’s adviser register will show which financial advisers can provide tax advice but the accuracy of information will depend on licensees.

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financial advice

Full disclosure of review response certain

full disclosure advice review

A full disclosure of the government’s response to the Quality of Advice Review will be provided before it acts upon any of the resulting recommendations.

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ASIC, financial advice

Greater clarity from INFO 274

INFO 274 SMSF advisers

ASIC Information Sheet 274, which provides guidance on the provision of SMSF advice, should give advisers more certainty when discussing fund set-ups.

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financial advice

Quick advice review assessment needed

FPA advice review

The FPA has called on the government to quickly assess the final report from the Quality of Advice Review submitted last Friday.

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financial advice, Tax

ATO to review tax deductibility of advice

ATO tax deductibility advice

The ATO will review the tax deductibility of financial advice fees and revise its 27-year-old stance on the matter, a move that has been welcomed by the FPA.

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Business News, financial advice

FPA, AFA release draft merger constitution

FPA AFA merger constitution

The FPA and AFA have entered a second round of consultation regarding a merger sending members a draft constitution for a single association.

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Education, financial advice

Exam pass rate improves

adviser exam pass rate

The number of advisers passing the ASIC exam, which no longer includes existing advisers, has increased to its highest point in a year.

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financial advice

Call to end legislation duplication

financial advice duplication

The FPA has called on the Australian Law Reform Commission to prioritise any financial advice sector changes that may result from its current review.

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ASIC, financial advice

Online-only adviser exam dates released

online adviser exams

ASIC has released the dates on which it will conduct adviser exams in 2023, noting they will only be offered remotely.

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