News : Financial Planning

Financial Planning, Regulation

Advice delivers trustee opportunities

specialist financial advice SMSF

Specialist financial advice is providing trustees with better regulatory knowledge that can lead to a material benefit for their SMSF.

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Financial Planning

Industry push for advice regime change

Industry bodies advice review

A group of 12 industry bodies has recommended the Quality of Advice Review focus on making advice easier to deliver by enabling the professionalism of practitioners

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Financial Planning

Perception tarnishing SMSF advice

SMSF financial advice

Poor industry perception is preventing younger SMSF trustees from seeking financial advice to assist them in the running of their own super fund.

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Financial Planning

Advice value-add evident

financial advice SMSF

One specific area where financial advice can add value for SMSF trustees has been identified by the latest quantitative research into the sector.

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Financial Planning, Regulation

Specialist SMSF advice training a must

SMSF specialist advice training

SMSF advice should only be given by those with specialist training and this should be a mandatory requirement under any further advice reforms.

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Financial Planning, Technology

Padua releases robo-advice solution

Padua robo-advice

Following on from the appointment of two senior staffers, Padua has released a new time-saving robo-advice offering.

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ASIC, Financial Planning

ASIC outlines adviser warning conditions

ASIC adviser warnings

ASIC has outlined when it will issue a warning to a financial adviser for poor conduct and noted these will also be passed on to their licensee.

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Financial Planning

SMSF data reflects advice upside

SMSF advice opportunities

The most recent SMSF statistical overview released by the ATO points to a number of advice opportunities available for superannuants.

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Financial Planning

Joint effort needed to make advice accessible

financial advice accessible

A group of industry leaders has presented the case for a collaborative effort to reduce the barriers to advice for consumers.

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ASIC, Financial Planning

ASIC not seeking compliance perfection

ASIC compliance perfection

ASIC has recognised the high level of complexity in financial services legislation and is not expecting advisers to meet those standards every time.

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