News : financial advice

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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
financial advice, Investments

Return band offers opportunity

SMSF returns

Financial advisers can significantly improve the performance of SMSFs they service through the implementation of fundamental investment principles.

read more
financial advice

QAR reforms to benefit millions

QAR benefit

The Quality of Advice Review proposals will by 2040 benefit 2 million retirees and boost retirement spending by billions.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.