News : Financial Planning

Education, FASEA, Financial Planning

Sitting first FASEA exam a gamble

FASEA; exam; AFA;

Advisers who will sit the first round of the Financial Adviser Standards and Ethics Authority exams are taking a gamble, according to a senior Association of Financial Advisers executive.

read more
FASEA, Financial Planning

AFA embarks on new lobbying strategy

Individual AFA members will be included in its lobbying efforts, with the industry body wanting to engage the government at both senior and grassroots levels.

read more
ASIC, Financial Planning

WA adviser banned for misleading conduct

ASIC has banned a Perth adviser who recommended SMSFs without considering client interests after he was also found to have recreated missing advice documents.

read more
Financial Planning, LRBA

LRBA broker recommends specialist expertise

An LRBA loan specialist has recommended advisers use other experts when putting in place loan arrangements.

read more
Financial Planning

Adviser collective to push for tax-deductible advice

A widely affiliated adviser group with more than 3200 members has called for financial advice to be tax deductible in recognition of the growing professionalism of practitioners.

read more
ASIC, Financial Planning

Qld adviser banned for five years

A Gold Coast adviser who recommended the use of SMSFs to buy property has been banned after ASIC found the advice was not in the best interest of clients.

read more
Accounting, Financial Planning

Accountants, planners team up to expand SMSF offering

Accountants teaming with planners to expand SMSF offering

The number of accountants working with financial planners to boost their SMSF value proposition has climbed as trustees focus on advice expertise.

read more
Financial Planning, Investments, Tax

Franking credit planning premature

Advisers and clients who moved to offset the impact of Labor’s proposed franking credit refund ban should have waited until the legislation, according to SuperConcepts.

read more
Financial Planning

Survey shows drop in financial services pay rises

The latest Hays Salary Guide has found the number and rate of pay rises across the financial services industry will be lower this year than last year.

read more
Financial Planning, Pensions

End-of-year pension planning too late

Advisers looking at pension planning for the current financial year may have left it too late and should shift it to the start of the new year.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.