News : Financial Advice

Financial Advice, Financial Planning, SMSF, Superannuation

SMSF inclusion in CSLR funding proposed

A new consultation paper from Minister for Financial Services Daniel Mulino has outlined options for SMSFs to be included in CSLR funding.

A new consultation paper from Minister for Financial Services Daniel Mulino has outlined options for SMSFs to be included in CSLR funding.

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ASIC, Compliance, Financial Advice, Financial Planning

ASIC bans ninth MWL adviser

ASIC has continued to impose sanctions on advisers associated with MWL Financial Services in regards to advice linked to the Shield Master Fund.

ASIC has continued to impose sanctions on advisers associated with MWL Financial Services in regards to advice linked to the Shield Master Fund.

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Financial Advice, Financial Planning, Superannuation

Super fund advice accreditation launched

Chant West and the FAAA have developed a new designation for super funds to assist with the provision of financial advice to members.

Chant West and the FAAA have developed a new designation for super funds to assist with the provision of financial advice to members.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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