News : Financial Planning

Compliance, financial advice, Financial Planning, Legislation, Regulation, Superannuation

CSLR levy threat to adviser numbers

The FAAA is worried the growing special levy impost on financial advisers could see more practitioners exit an already shrinking sector.

The FAAA is worried the growing special levy impost on financial advisers could see more practitioners exit an already shrinking sector.

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ASIC, Compliance, financial advice, Financial Planning

Exam pass rate remains steady

The most recent ASIC adviser exam has seen more people undertake the exercise, while the pass rate has remained steady.

The most recent ASIC adviser exam has seen more people undertake the exercise, while the pass rate has remained steady.

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Accounting, financial advice, Financial Planning

Accountants a clear advice solution

The Institute of Financial Professionals Australia is keen to have accountants play a significant role in providing financial advice to Australians.

The Institute of Financial Professionals Australia is keen to have accountants play a significant role in providing financial advice to Australians.

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Education, financial advice, Financial Planning

FAAA launches Advice Academy

The Financial Advice Association Australia is providing a new service to assist professional year candidates looking to enter the industry.

The Financial Advice Association Australia is providing a new service to assist professional year candidates looking to enter the industry.

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financial advice, Financial Planning

Financial advice satisfaction increases

The latest Investment Trends research has found people are more satisfied with the services they are receiving from the financial advice sector.

The latest Investment Trends research has found people are more satisfied with the services they are receiving from the financial advice sector.

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financial advice, Financial Planning, Management, Practice Management

Capacity constraints stymie advisers

Capacity constraints are increasingly providing a stumbling block for advisers as they pursue their goal of servicing a greater number of clients.

Capacity constraints are increasingly providing a stumbling block for advisers as they pursue their goal of servicing a greater number of clients.

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financial advice, Financial Planning, Regulation

CPA Australia slams CSLR levy hike

CPA Australia has communicated its concerns over the notable increase in the 2026/27 CSLR levy and what it means for the financial advice sector.

CPA Australia has communicated its concerns over the notable increase in the 2026/27 CSLR levy and what it means for the financial advice sector.

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financial advice, Financial Planning, Platforms, Technology

Hub24 to launch advice ecosystem

Hub24 will release a new desktop ecosystem encompassing its suite of products, as well as those from other firms.

Hub24 will release a new desktop ecosystem encompassing its suite of products, as well as those from other firms.

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Compliance, financial advice, Financial Planning, Legislation, Management, Regulation

SMSF Association demands CSLR overhaul

The SMSF Association has said the Compensation Scheme of Last Resort needs an immediate overhaul as the current system is unsustainable.

The SMSF Association has recommended an immediate overhaul to the Compensation Scheme of Last Resort as the current system is unsustainable.

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financial advice, Financial Planning

CSLR 2026/27 levy up 82 per cent

The initial estimated CSLR levy relating to the 2027 financial year is $137.5 million, with $126.9 million relating to financial advice.

The initial estimated CSLR levy relating to the 2027 financial year is $137.5 million, with $126.9 million relating to financial advice.

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