News : Financial Planning

Financial Advice, Financial Planning

Leadership and trust keys to success

Australian Mortgage and Financial Advisers has suggested advisers who focus on leadership and trust will be most likely to succeed.

Australian Mortgage and Financial Advisers has suggested advisers who focus on leadership and trust will be most likely to succeed.

read more
ASIC, Financial Advice, Financial Planning

Higher ASIC levy will jeopardise advisers

The FAAA is concerned the sector will be unable to service the 27 per cent increase per adviser in the annual ASIC levy for 2025/26.

The FAAA is concerned the sector will be unable to service the 27 per cent increase per adviser in the annual ASIC levy for 2025/26.

read more
FAAA, Financial Advice, Financial Planning

FAAA appoints new chair

TThe FAAA has appointed deputy chair and former AFA vice-president Michelle Veitch as its new chair to take effect in November.

The FAAA has appointed deputy chair and former AFA vice-president Michelle Veitch as its new chair to take effect in November.

read more
Financial Advice, Financial Planning

Future2 grant program open for 2026

The Future2 grant program, which lets financial professionals nominate community groups supporting financial well-being, has opened.

The Future2 grant program, which lets financial professionals nominate community groups supporting financial well-being, has opened.

read more
ASIC, Financial Advice, Financial Planning

ASIC advisory levies rise materially

The ASIC Cost Recovery Implementation Statement has outlined increases of more than 20 per cent for the majority of financial advisers.

The ASIC Cost Recovery Implementation Statement has outlined increases of more than 20 per cent for the majority of financial advisers.

read more
ASIC, Financial Advice, Financial Planning

FAR info failure leads to advice block

Around 130 advisers failed to provided ASIC with accurate qualification information, leading to one-fifth being unable to practice as a result.

Around 130 advisers failed to provided ASIC with accurate qualification information, leading to one-fifth being unable to practice as a result.

read more
CSLR, Financial Advice, Financial Planning

CSLR levy jumps by another $60 million

A further revision has blown out the CSLR levy on advisers by $60 million, making the total rise since last year more than twice that figure.

A further revision has blown out the CSLR levy on advisers by $60 million, making the total rise since last year more than twice that figure.

read more
CSLR, Financial Advice, Financial Planning, SMSFA

Levy blowout renews call for action

Financial advice bodies have decried the ballooning size of the CSLR levy, stating it is representative of the scheme’s structural problems.

Financial advice bodies have decried the ballooning size of the CSLR levy, stating it is representative of the scheme’s structural problems.

read more
Financial Advice, Financial Planning, Practice Management

Practice profit on upward trend

The advice sector is more profitable in the wake of a wave of reforms but has lost around half of its practitioners due to those changes.

The advice sector is more profitable in the wake of a wave of reforms but has lost around half of its practitioners due to those changes.

read more
Compliance, CSLR, Financial Advice, Financial Planning

IFPA calls for fairer CSLR

IFPA believes the current CSLR funding model places an unfair burden on financial advisers and managing investment schemes should be included.

IFPA believes the current CSLR funding model places an unfair burden on financial advisers and managing investment schemes should be included.

read more

Copyright © SMS Magazine 2026

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.