News : Financial Planning

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.

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Financial Planning, LRBA

LRBA broker recommends specialist expertise

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

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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.

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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.

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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.

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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.

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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.

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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.

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Financial Planning

No advice gap created by departure of ‘deadwood’

Exit sign for adviser leaving their jobs

An advice gap is unlikely to occur with the departure of some financial advisers as they were ‘non-productive’ already, a consulting firm has claimed.

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Financial Planning

New video series reinforces value of advice

Advisers have been provided with a new education tool in the form of a video series to assist them with their client-facing activities.

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