News : Financial Planning

Financial Planning

FPA urges change of name for ‘general advice’

The FPA has called on the government to clearly define financial advice after a recent ASIC report revealed confusion around the types of advice on offer in the market.

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Financial Planning, Investments, Practice Management

Grandfathering removal needs sensible time frame

The end of grandfathered remuneration should take place, but time is needed for advisers to adapt their business models.

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ASIC, Financial Planning

Consumers misunderstand types of advice

Consumers have a poor understanding of the difference between general financial advice and personal financial advice, according to new research conducted for ASIC.

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Accounting, Financial Planning

IPA flags licence offering to help fill advice gap

The IPA is developing a licensing regime to help advisers make the shift into providing financial advice.

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Education, Financial Planning

FASEA to fast-track diploma, bridging course approval

Graduate diplomas and bridging courses will receive priority assessment from FASEA, which has announced it will begin accrediting education courses and providers.

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Accounting, Education, Financial Planning, Regulation

Accountants to benefit from advice market shake-up

The widespread changes to financial planning should allow accountants to establish their broader advice credentials.

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Financial Planning, Retirement

Retirement funding models ignoring aged-care costs

With clients living longer, advisers have been urged to consider helping clients fund the cost of care in the later years of retirement.

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Documentation, Estate Planning, Financial Planning

SMSF expert to launch automated document service

A new automated document creation service built by I Love SMSF founder Grant Abbott will hit the market at the end of February.

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Financial Planning, Regulation

SuperConcepts flags RC impacts on SMSFs

SuperConcepts has outlined how six recommendations from the banking royal commission will affect SMSFs. 

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Financial Planning, Regulation, Superannuation

RC unconvinced on advice model revamp

The banking royal commission’s final report has not called for the structural separation between product and financial advice, stating it would be costly.

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