News : Financial Planning

Financial Planning, Investments

Strategy focus must emphasise non-advice

SMSF investment strategies advice

SMSF practitioners have been given a prime opportunity to discuss investment strategies, but must emphasise the discussions are client driven and not advice.

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Estate Planning, Financial Planning, Succession Planning

Intergenerational relationships needed

intergenerational advice relationships

Intergenerational client relationships, instead of a focus on mature age clients, is critical for the future success of advisory practices.

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Financial Planning, Regulation

Regulation shakes confidence in scaled advice

Regulation scaled advice

The main barrier to advisers wanting to provide limited advice is a crisis of confidence brought on by the regulatory system, an industry expert says.

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Financial Planning

ASIC notes unease on affordable advice

ASIC affordable advice

The financial advice sector views affordable advice regulations as too complex and against the needs of clients, according to feedback received by ASIC.

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FASEA, Financial Planning

Best interest comes from self-aware advisers

best interest advisers

The best interest duty around SMSF advice can be met by practitioners questioning their own advice and reviewing the reasons for it each year.

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Financial Planning

SMSF advice of high quality

SMSF advice high quality

The quality of SMSF advice being provided to consumers has been found to be of very high quality and the number of complaints are low, according to the Australian Financial Complaints Authority.

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Financial Planning, Technology

Technology key to better advice

advice technology

Advisers struggling to manage the multiple demands of their business should embrace advice technology, a fund manager has said.

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Financial Planning

Commission yet to deliver improved outcomes

hayne commission improved advice

The recommendations of the Hayne Royal Commission have not improved financial advice or lessened the complexities of its regulatory framework, the AFA says.

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Financial Planning, Regulation

New disciplinary body should bring reform

adviser disciplinary body

The AFA has called on the government to use the establishment of a single disciplinary body to reduce the complexity of the financial advice framework.

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ASIC, Financial Planning

Rising ASIC levy needs review

ASIC levy financial advisers

The FPA has urged the government to review the ASIC levy on planners, noting its increases are inconsistent and adding to the burden of providing advice.

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