News : financial advice

Business News, financial advice, Investments, Technology

New investment facility added to OpenInvest

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

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Accounting, financial advice, Financial Planning, SMSF

AML changes capture accountants

SMSF advice, Anti-Money Laundering/Counter Terrorism Funding , AML/CTF, accountants, SMSF Association, Keddie Waller, designated services, SMSF set-up, registered post office, AUSTRAC

Changes to anti-money laundering laws will capture SMSF advice provided by accountants, who have been left with limited time to comply with the new measures.

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financial advice, Financial Planning

FAAA calls for fixing of CSLR flaws

FAAA, CSLR, post-implementation review, Financial Advice Association of Australia, Compensation Scheme of Last Resort, personal advice, general advice, wholesale client advice, special levy, sector cap, $10 million

The FAAA has made several key recommendations to improve the CSLR in its submission regarding the post-implementation review of the measure.

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Accounting, financial advice, Financial Planning

Accountants’ advice role to be upped

Accountants, ATO portal, Treasury, Tax agents, Shadow minister for Financial Services, Luke Howarth, SMSF Association National Conference 2025,

Accountants will be allowed to play a more significant role in the provision of financial advice should the coalition win the next federal election.

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Aged Care, Downsizer, financial advice, Retirement, SMSF, Superannuation

Retiree confidence undermined

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

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Accounting, financial advice, Financial Planning, Superannuation

Reconsider accountants advice role

Accountants, superannuation advice, New Class of Adviser, Institute of Financial Professional Australia, IFPA, Natasha Panagis, ATO portal, registered tax agent, limited licensing

The ability for the proposed new class of adviser to provide super advice has reignited calls for accountants with their higher qualifications to be able to do the same.

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Commercial Property, Education, financial advice, SMSF, Superannuation

BRP test hinges on business operation

Property, commercial, Business real property. Natalie Scott, Accurium, 

Whether a tenant uses a premises to operate a commercial enterprise is the sole determining factor in satisfying one of the business real property criteria.

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Education, financial advice, Financial Planning, Regulation

SMSFA welcomes expanded pathway

The SMSF Association has welcomed an expansion of the pathway for new entrants into financial advice, but wants to ensure current quality standards are retained.

The SMSF Association has welcomed an expansion of the pathway for new entrants into financial advice, but wants to ensure current quality standards are retained.

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Education, financial advice, Financial Planning

New adviser pathway expanded further

The pathway for new entrants into financial advice will be expanded to include anyone with a bachelor’s degree after they have completed core units of study related to the sector.

The pathway for new entrants into financial advice will be expanded to include anyone with a bachelor’s degree after they have completed core units of study related to the sector.

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Education, financial advice, Financial Planning

Education changes welcomed

Government plans to allow more people to become advisers have been generally welcomed as a departure from a flawed model that prevented growth of the sector.

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