News : Financial Planning

Accounting, Financial Planning

Advisers mental health at crisis point

adviser mental health

The fallout from the financial services royal commission and other significant changes in the sector have resulted in the metal welfare of financial advisers being at crisis point, an industry specialist has said.

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Auditing, Financial Planning

Advisers key to auditor independence

Advisers key to auditor independence

Auditor independence is essential to fund compliance and should be prioritised by advisers on behalf of their SMSF clients, a legal expert says.

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Accounting, Financial Planning

Govt minister supports accountants advice push

accountants advice SMSFs

The push for accountants to be allowed to provide incidental advice on SMSFs has received support from a senior government minister.

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Accounting, Financial Planning

SMSFA confirms licensing discussions

SMSFA licensing

The SMSF Association has confirmed it is taking part in discussions with accounting and advice bodies to reduce complexity in the adviser licensing regime.

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FASEA, Financial Planning

AFCA cautious on FASEA Code of Ethics

Australian Financial Complaints Authority

AFCA has announced it will take into account ASIC’s facilitated compliance approach to FASEA’s Code of Ethics when applying the new code to adviser conduct from January.

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FASEA, Financial Planning

Code of ethics must be viewed in full

FASEA code of ethics

A senior consultant has advised practitioners they must look at the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics as a whole when determining their compliance procedures in relation to it.

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Accounting, Financial Planning, Superannuation

Advice bodies join accountant licensing discussion

accountant licensing SMSF advice

The major accounting and advice bodies have entered into joint discussions on reforming the licensing regime for financial advice related to SMSFs, according to the Institute of Public Accountants.

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Financial Planning

New forum for FPA members

FPA forum

A new online discussion forum has been developed by the Financial Planning Association and made available for its members.

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Financial Planning, Retirement

Trust rate high among retirees with advisers

Retirees financial advice

New research has shown most retirees receiving expert financial advice are happy with it, however the vast majority still prefer to manage their finances themselves.

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Accounting, Financial Planning

Trustees disregarding licensed advice

licensed SMSF advice

Anywhere between 33 per cent and 50 per cent of SMSF transactions are being executed without the aid of licensed advice, a new survey has shown.

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