News : Financial Planning

Financial Planning

CPA Australia exits advice

CPA Australia has announced it is exiting the business of CPA Australia Advice after a post implementation review by PwC Strategy found the business was no longer financially viable.

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Accounting, Financial Planning, Investments

Family SMSF advice now an elite specialist field

Family SMSF structures, which can be bloodline, blended or multigenerational, have become an elite specialisation and require an additional level of understanding from advisers, according to a sector expert.

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Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

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Accounting, Education, Financial Planning

FASEA under fire for not providing course notes

Accounting services provider AccountantsIQ has admonished the Financial Adviser Standards and Ethics Authority (FASEA) over its intention not to provide preparation materials for the financial adviser examination, arguing this defies the purpose of the exam.

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Accounting, Financial Planning, Practice Management

Accountants still regard advice as sales

Accountants looking to broaden their services into advice, particularly for SMSF clients, are still put off by the selling aspect of a financial adviser’s role, an industry licensing expert has revealed.

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Education, Financial Planning, Regulation

Enforce bridging course if advisers fail exam

Financial advisers and accountants should only be compelled to do bridging courses under the new education reforms if they fail the national financial adviser examination proposed by the standards board, according to an academic.

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Estate Planning, Financial Planning, Superannuation

Super reforms effect begins to show

The latest research into the SMSF sector has shown the super reforms handed down in the 2016 federal budget are beginning to have a significant impact on trustees’ financial advice priorities.

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Financial Planning, Superannuation

Reports signal low risk of financial harm

The SMSF Association has acknowledged the significance of the corporate regulator’s recent SMSF reports, but noted most non-compliant client advice files did not indicate a risk of financial detriment.

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Business News, Financial Planning

Morrows merger to boost SMSF clients

Financial services firm Morrows has announced a strategic merger with MSI Ragg Weir, an accounting, wealth management, auditing and superannuation firm in Melbourne, to create a mid-tier firm, effective today.

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