News : financial advice

AFCA, financial advice, Financial Planning

FAAA demands end to phoenixing

The FAAA wants phoenixing to be addressed by the AFCA rules so Dixon Advisory-type collapses can be avoided.

The FAAA wants phoenixing to be addressed by the AFCA rules so Dixon Advisory-type collapses can be avoided.

read more
financial advice, Financial Planning, SMSF

Professional support goes beyond set-up

The assumption should not be made that people who establish an SMSF without financial advice will run their fund devoid of any professional support.

The assumption should not be made that people who establish an SMSF without financial advice will run their fund devoid of any professional support.

read more
AML/CTF, financial advice, Financial Planning

FAAA seeks AML/CTF clarity

The Financial Advice Association Australia is asking for clarification on some of the AML/CTF requirements as they relate to financial advisers.

The Financial Advice Association Australia is asking for clarification on some of the AML/CTF requirements as they relate to financial advisers.

read more
financial advice, Financial Planning

CSLR levy should be evenly shared

The Financial Advice Association Australia has reiterated its call for the CSLR levy to be spread evenly across all retail facing sub-sectors.

The Financial Advice Association Australia has reiterated its call for the CSLR levy to be spread evenly across all retail facing sub-sectors.

read more
financial advice, Financial Planning

Advisers should be on jobs shortage list

The FAAA has made a request for financial advisers and paraplanners to be included on the official list of professions with shortages.

The FAAA has made a request for financial advisers and paraplanners to be included on the official list of professions with shortages.

read more
financial advice, SMSF, SMSFA

SMSFA examining fund establishments

The SMSF Association is undertaking research to learn more about the influencing factors regarding fund establishments without advice.

The SMSF Association is undertaking research to learn more about the influencing factors regarding fund establishments without advice.

read more
ETFs, financial advice, Investments

Advised SMSFs drive ETF usage

SMSFs receiving advice made greater use of ETFs in the past year to broaden their portfolios compared to non-advised funds.

SMSFs receiving advice made greater use of ETFs in the past year to broaden their portfolios compared to non-advised funds.

read more
Education, financial advice

Consultation on education reform opens

The government is seeking feedback on proposed reforms to financial adviser education standards that simplify some requirements.

The government is seeking feedback on proposed reforms to financial adviser education standards that simplify some requirements.

read more
ASIC, financial advice, Investments

ASIC urges gen Z caution

ASIC is recommending people in the generation Z demographic to 'sense check' financial information they might view on social media.

ASIC is recommending people in the generation Z demographic to ‘sense check’ financial information they might view on social media.

read more
financial advice, fraud, SMSF, Superannuation

Practitioners obligated to recognise abuse

Practitioners will be called upon to help identify financial abuse related to the use of an SMSF, with new rules expected soon.

Practitioners will be called upon to help identify financial abuse related to the use of an SMSF, with new rules expected soon.

read more

Copyright © SMS Magazine 2026

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.