News : Financial Planning

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
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.

read more
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.

read more
Financial Planning

Robo-advice trust on the up

Australians’ trust in robo-advice has improved, according to a recent industry survey.

read more
Financial Planning, Superannuation

Retail super advice gone by 2030 but SMSFs to stay

Typewriter with the words The End written in red ink

Retail superannuation advice will disappear by 2030, subsumed by superannuation funds, but SMSF related advice will continue to remain on offer.

read more
Accounting, ASIC, Financial Planning

ASIC puts new conditions on SMSF Advisers Network

ASIC has imposed additional licence conditions on the NTAA-owned SMSF Advisers Network following concerns about compliance with the best interest duty.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.