News : financial advice

financial advice, Financial Planning

Advice only for wealthy myth dispelled

FAAA Financial Advice Association Australia David Sharpe Financial advice Cost of advice Value of advice

The FAAA has released research that refutes claims financial advice is a service that only delivers benefits for wealthy Australians.

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financial advice, Financial Planning, Tax

ATO updates advice fee deduction rules

Financial advice fees Tax deduction ATO Tax determination FAAA Financial Advice Association of Australia Sarah Abood

The ATO has released new rules around the deductibility of financial advice fees, which should reduce the upfront cost of advice.

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financial advice, Regulation

Dixon parent company to delist

FAAA Dixon Advisory E&P Financial Group CSLR Compensation Scheme of Last Resort ASX

The parent company of Dixon Advisory has announced plans to move into private ownership, but this is unlikely to prevent public scrutiny during the inquiry into the collapse of the advice firm.

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financial advice, Retirement

Australians forgoing retirement advice

ASFA Retirement Advice

New research shows nearly half of Australian adults have not sought retirement planning information, with a significant gap between those trusting professional advice and those actually using it.

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financial advice, Regulation

Dixon Advisory inquiry to go ahead

Dixon Advisory Inquiry FAAA Financial Advice Association Australia

A public inquiry will be held into the collapse of Dixon Advisory after the FAAA secured support for the move in parliament.

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financial advice, Regulation

Advice reform regulations tabled

Treasury Laws Amendment (Delivering Better Financial Outcomes) Regulations 2024 Delivering Better Financial Outcomes Quality of Advice Review QAR

Regulations to deliver on reforms proposed in the Quality of Advice Review have been tabled by Treasury, with some taking immediate effect.

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ASIC, financial advice

FAAA urges MPs to support Dixon inquiry

FAAA Financial Advice Association Australia Dixon Advisory Compensation Scheme of Last Resort CSLR Sarah Abood Phil Anderson Public inquiry

The Financial Advice Association Australia has written to every member of parliament asking them to support its call for an inquiry into the collapse of Dixon Advisory.

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financial advice

FAAA upgrades planner search tool

Financial Advice Association Australia FAAA Find a planner Money & Life Tania Milnes

The Financial Advice Association Australia has enhanced the tool consumers can use to find a planner, making it easier to search by a range of criteria and allowing them to personalise the information available.

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Business News, financial advice, Technology

IFPA signs digital advice partnership

IFPA Institute of Financial Professionals Australia Pippa McKee MoneyGPS George Haramis single-topic financial advice digital advice

The Institute of Financial Professionals Australia has created a new partnership that will allow its members to offer online advice without needing to hold their own licence.

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ASIC, financial advice

Ex-SMSF adviser jailed for dishonest conduct

SMSF adviser dishonest conduct Bradley Grimm ASIC Banning Ostrava Equities

Action to ban an adviser for dishonest conduct in 2016 has reached its conclusion with the former practitioner sentenced to 18 months’ imprisonment.

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