News : Financial Planning

Financial Planning, Regulation, Tax

Review calls for TPB rego on opt-out basis

TPB registration advisers

Financial advisers will automatically fall under the oversight of the TPB unless they opt-out under a recommendation put forward by Treasury.

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Accounting, Financial Planning, Superannuation, Tax

Advice use could inject $600b into economy

advice economic boost

Widespread use of professional financial, superannuation, tax and accounting advice could provide billions in economic benefits to the nation, according to new research.

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ASIC, Financial Planning

Protocol will enable five-year work check

adviser work check

A draft reference-checking protocol includes the ability for licensees to check five years of an adviser’s work and audit history before deciding to employ them.

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ASIC, Financial Planning

ASIC begins limited advice consultation

ASIC limited advice consultation

ASIC has commenced consultation on the provision of affordable and limited financial advice.

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ASIC, Financial Planning

SMSFA welcomes ASIC limited advice review

SMSF Association limited advice

The SMSF Association has welcomed the release of ASIC’s consultation paper on the provision of affordable and limited financial advice.

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Financial Planning

Govt determined to reduce advice impediments

financial advice barrier

The reduction in red tape that is hindering the ability to deliver affordable financial advice to more Australians is a priority for the federal government.

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ASIC, Financial Planning

Property spruiking diminishes

SMSFs property spruiking

Unlicensed advice remains a concern for ASIC, which has asked advisers to report any instances of such behaviour they might come across.

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Financial Planning, Superannuation

Support for specialist advice grows

specialist financial advice

Evidence from several industry quarters indicates there is a growing trend in the interest and support for specialist financial advice, the SMSF Association has observed.

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Financial Planning

Misconceptions preventing robo-advice uptake

robo-advice misconceptions

Misconceptions about regulatory barriers to digital advice are preventing advisers from adopting it despite the presence of information to the contrary.

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Financial Planning

Court convicts Henderson

Sam Henderson convicted

Former Henderson Maxwell chief executive Sam Henderson has been convicted of issuing defective disclosure documents and dishonest conduct by the NSW Local Court.

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