News : Financial Planning

Financial Planning, Regulation

Labor stance on degrees welcomed

Labor advisers degree

The federal opposition’s promise that it will not require experienced advisers to hold a degree has been welcomed by the SAFAA.

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Estate Planning, Financial Planning

New advice body details member costs, benefits

SAPEPAA membership

The newest association to represent the interests of specialist advisers has formally launched, outlining its membership fees and service offering, including a business marketing and referral service for foundation members. The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) was launched online earlier today by the Association’s board chair Grant Abbott who said the […]

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ASIC, Financial Planning

Limited advice guidance released

limited advice ASIC

Practitioners providing limited financial advice have been provided with an ASIC information sheet to assist with their compliance obligations.

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Accounting, Estate Planning, Financial Planning

Wealth transfer body to formally launch

SAPEPAA launch

The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) will formally launch this week about a year after its formation was first flagged.

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Financial Planning, Superannuation

COVID relief needs specialist advice

SMSF specialist advice

Specialist advice is needed for SMSFs to navigate the impact and extension of the COVID-19 relief measures, according to the SMSF Association.

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Financial Planning

Digital advice pivotal to sustainable development

digital advice sustainable

Digital financial advice can play a meaningful role in helping to achieve the United Nations’ sustainable development goals.

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ASIC, Financial Planning

Levy cap hits ASIC income

adviser levy cap ASIC

The government’s decision to cap adviser levies will deny ASIC of more than 60 per cent of its expected industry funding for overseeing the advice sector.

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Financial Planning

More claim they have unmet advice needs

unmet advice needs

More than 60 per cent of Australians have unmet advice needs as millions claims they will seek advice in coming years.

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Financial Planning

Adviser numbers drop below 19,000

financial adviser numbers

Adviser numbers have continued to fall in the latter half of this year, despite lengthy lockdowns in Sydney and Melbourne.

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Financial Planning, Tax

Tax adviser shift will create more complexity

tax financial advisers

Plans to streamline the registration of advisers who provide tax advice remain unclear and should be put aside so other key changes can occur.

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