News : Financial Planning

Mentor demand a boost for mature-age advisers

August 20, 2018

Despite the continued negative predictions for mature-age advice practitioners, their expertise and skills are in demand to fulfil new and emerging roles as the industry transitions into the post-Future of Financial Advice and post-royal commission era.

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Financial Planning, Superannuation

Alternatives to super now a crucial discussion

August 16, 2018

Krystine Lumanta

SMSF practitioners need to be able to articulate other structures outside of superannuation to their clients as the limitations of the super environment may no longer deliver the best outcome for their retirement.

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Financial Planning, Strategy

Aussiegolfa case sends advice warning

August 15, 2018

Darin Tyson-Chan

The full court of the Federal Court’s ruling in favour of the appellant in Aussiegolfa Pty Ltd (Trustee) v Commission of Taxation should be seen as a sign for advisers to take care over recommending certain strategies to SMSF clients, a sector lawyer has said.

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Accounting, Financial Planning

IPA examining accountants’ exemption options

August 15, 2018

Krystine Lumanta

The Institute of Public Accountants (IPA) today announced it is seeking member feedback on advocating for a return of the accountants’ exemption to provide advice related to SMSFs.

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Financial Planning

Adviser Ratings unveils new rating system

July 31, 2018

Malavika Santhebennur

Adviser Ratings has proposed a new rating system for its network of 1800 financial advice licensees following consultation with government, regulators and industry.

FASEA slammed for draft guidance error

July 30, 2018

Malavika Santhebennur

An SMSF specialist adviser has hit out at the Financial Adviser Standards and Ethics Authority (FASEA) for publishing erroneous requirements for financial advisers with foreign qualifications without conducting adequate research.

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Education, Financial Planning

SMSF fundamentals crucial for advisers

July 30, 2018

Krystine Lumanta

SMSF advisers need to ensure they are across the evolving fundamentals of SMSFs, from setting up a fund to alternative investment strategies, a technical expert has warned.

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Education, Financial Planning

FASEA amends foreign qualification measure

July 30, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority (FASEA) has said it will modify an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

FASEA issues correction on foreign qualifications

July 30, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority (FASEA) has issued a clarification today about an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

US inflation hike to impact on SMSF portfolios

July 26, 2018

Malavika Santhebennur

Increased threats of inflation in the United States will impact equity and bond markets, and poses challenges for the outlook for both equity and bond beta, according to a fund manager.

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