News : Financial Planning

IPA examining accountants’ exemption options

August 15, 2018

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FASEA slammed for draft guidance error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The Financial Adviser Standards and Ethics Authority (FASEA) has said it will modify an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.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Adviser Standards and Ethics Authority (FASEA) has issued a clarification today about an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.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

Planners feel left out of TBAR loop

July 24, 2018

Malavika Santhebennur

Financial planners with SMSF clients feel excluded from the transfer balance account reporting (TBAR) process due to poor communication practices that currently exist between themselves, accountants, trustees and administrators, according to a specialist SMSF adviser.

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Accounting, Financial Planning

Disclose licensing capacity first

July 24, 2018

Krystine Lumanta

Accountants operating in the SMSF space need to state which side of the licensing regime they’re operating under at the commencement of client discussions, a licensing expert has said.

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Education, Financial Planning

FASEA releases draft CPD details

July 24, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft guidance around continuing professional development (CPD) for providers as well as the proposed process for those with educational qualifications obtained outside Australia.

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