News

Education

Industry conferences still a good CPD source

Industry events will remain a valid source of CPD, with advisers able to use them to access training beyond FASEA’s minimum requirements.

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Education

Advisers need to focus on new CPD regime

Close-up of a magnifying glass

The CPD requirements for financial advisers have shifted and practitioners need to consider the time and content of training to meet new FASEA standards.

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ATO

ATO reserve allocation discretion tested

A recent ATO private binding ruling has clarified the discretionary power of the regulator as to the treatment of allocations to SMSF members from reserves.

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Accounting, Regulation

Govt unlikely to bring back accountants’ exemption

The federal government is unlikely to be in the mood to reintroduce the accountants’ exemption given recent and ongoing inquiries.

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ATO, Superannuation

Class finds holes in final PC report

Class has expressed concerns its research findings around SMSF returns are not fully reflected in the final Productivity Commission report.

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ASIC, Regulation

SMSF adviser banned for 25 years

Court action initiated by ASIC has resulted in an SMSF adviser being removed from the industry for 25 years for misusing client funds.

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Compliance, Regulation

Royal commission effect on jobs already evident

The jobs market in the financial services and insurance sectors has taken a beating in the wake of the banking royal commission.

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Investments, Platforms

BT adds CoreSeries managed accounts to Panorama

BT has launched its CoreSeries range on BT Panorama, offering six active diversified managed portfolios.

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Investments, Markets

Younger investor share trading on the rise

The number of younger investors trading shares has increased, but they are still choosing well-known names in the domestic market.

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Education

SMSF advisers get lighter education load

SMSF specialist advisers may only have to complete a maximum of four study units to comply with new FASEA education standards.

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