News : Financial Planning

Education, Financial Planning

FASEA to fast-track diploma, bridging course approval

Graduate diplomas and bridging courses will receive priority assessment from FASEA, which has announced it will begin accrediting education courses and providers.

read more
Accounting, Education, Financial Planning, Regulation

Accountants to benefit from advice market shake-up

The widespread changes to financial planning should allow accountants to establish their broader advice credentials.

read more
Financial Planning, Retirement

Retirement funding models ignoring aged-care costs

With clients living longer, advisers have been urged to consider helping clients fund the cost of care in the later years of retirement.

read more
Documentation, Estate Planning, Financial Planning

SMSF expert to launch automated document service

A new automated document creation service built by I Love SMSF founder Grant Abbott will hit the market at the end of February.

read more
Financial Planning, Regulation

SuperConcepts flags RC impacts on SMSFs

SuperConcepts has outlined how six recommendations from the banking royal commission will affect SMSFs. 

read more
Financial Planning, Regulation, Superannuation

RC unconvinced on advice model revamp

The banking royal commission’s final report has not called for the structural separation between product and financial advice, stating it would be costly.

read more
Financial Planning, Regulation

Hayne calls for end to grandfathered commissions

The banking royal commission’s final report has called for the scrapping of grandfathered commissions and for those relating to life/risk advice to be reduced to zero.

read more
ASIC, Financial Planning

SMSF adviser pleads guilty to $4.88 million theft

A former Adelaide-based SMSF adviser has pleaded guilty to multiple counts of theft totalling more than $4.8 million.

read more
ASIC, Financial Planning

ASIC halts ongoing fees at CBA advice firm

ASIC has ordered Commonwealth Financial Planning to stop charging advice service fees after it failed to resolve some issues related to fees for no service.

read more
Financial Planning, Regulation

SMSF advisers add to rise in planner numbers

The number of advisers increased rapidly in late 2018, driven partly by SMSF advice providers registering before the imposition of new education standards.

read more

Copyright © SMS Magazine 2019

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital