News : Financial Planning

Financial Planning, Retirement

Retirees avoiding advice despite COVID-19

retirees coronavirus

Most Australian retirees feel their investments are at risk as a result of the coronavirus pandemic, but almost 80 per cent have avoided seeking financial advice, a survey has revealed.

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Financial Planning, Investments

Robo-advice more popular in US

robo-advice

The US continues to lead in the demand for robo-advice among online investors, a survey shows, and women are more likely to use automated investment services than men.

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Financial Planning

SMSF advice group shuts doors

MyPlanner Professional Services

An advice group offering licensing and SMSF advice services to planners and accountants that was under ASIC scrutiny has shut down.

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Financial Planning, Superannuation

COVID-19 SOA relief to end in October

SOA relief

ASIC’s COVID-19 relief measures relating to advice around the early release of super, including the use of an SOA, will be repealed in October.

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ASIC, Financial Planning

ASIC to sharply hike adviser levies

ASIC adviser levies

ASIC has called for feedback on changes to its industry-based funding as it proposes a substantial increase in levies for financial advisers.

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ASIC, Financial Planning

Henderson charged with dishonest conduct

Sam Henderson dishonest conduct

A banned financial adviser who was the subject of scrutiny at the financial services royal commission will face charges related to misrepresenting his qualifications to give advice.

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Financial Planning

FPA reassures advisers over AFSL proposal

FPA AFSL proposal

The FPA has clarified its recommendation to dismantle the AFSL system for advisers and replace it with individual registration.

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Financial Planning, Regulation

FPA wants AFSL system dumped

FPA AFSL system

The AFSL system for financial planners should be replaced by a new framework focusing on individual registration through a single disciplinary body, the FPA says.

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Accounting, Financial Planning

Advice services need post-COVID-19 focus

post-COVID-19 advice

The COVID-19 downturn has demonstrated the value of professional advice, but practitioners should be preparing for clients’ post-lockdown needs.

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Financial Planning, Superannuation

COVID-19 changes challenge trustees, advisers

COVID-19 changes trustees

COVID-19-related legislative change has become an area of added concern for SMSF trustees and advisers, who have increased their requests for expert assistance.

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