News : Financial Planning

Financial Planning

Never good time to stop grandfathered commissions

advisers grandfathered commissions

Advisers most affected by the removal of grandfathered commissions will never agree there is a good time to implement the measure.

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Financial Planning

Challenging times not deterring advisers

number of financial advisers

The anticipated reduction in financial adviser numbers is less significant than predicted, a recent survey has shown.

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Financial Planning, Regulation

Government puts an end to grandfathered commissions

end grandfathered commissions advisers

The government is set to introduce legislation that will end the grandfathering of conflicted remuneration to financial advisers by 1 January 2021.

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ATO, Financial Planning

Advice key to rising SMSF establishment balances

SMSF establishment balances rise

The rise in SMSF establishment balances revealed in the latest ATO statistics reflects a vast improvement in the level of financial advice within the sector, the SMSF Association says.

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Financial Planning, Investments

Investment decisions challenging trustees the most

investment decisions trustees

Choosing specific assets and investments is the most difficult decision trustees face in running their SMSF, research has shown.

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ETFs, Financial Planning

Adviser product set evolving

SMSF product advice

Industry research has shown the product sets recommended by SMSF advisers are changing to better suit the advice clients are seeking.

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Financial Planning

SMSF unmet advice needs grow

financial advice needs SMSFs

The unmet financial advice needs for SMSFs are varied and growing, with the majority of funds reluctant to seek advice on their unmet needs.

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Financial Planning, Investments

Strategy advice doesn’t need SOA but care required

SMSF investment advice

SMSF practitioners can give advice on an investment strategy without a statement of advice, but need to be aware they may be held liable for losses stemming from that advice.

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Financial Planning

Affordable advice an increasing challenge

affordable; financial; advice; planners

The ability to provide affordable advice has been revealed by the latest industry research as a growing challenge for the financial planner community.

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ASIC, Financial Planning

ANZ completes work over fees for no advice

ANZ has complied with an enforceable undertaking aimed at remediating advice customers caught up in fees-for-no-service conduct.

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