Tahn Sharpe, Author at Professional Planner

Estate Planning

Capacity a ‘ticking legal time bomb’ for advisers

Forty per cent of people are affected by at least a mild cognitive form of impairment according to lawyer Michael Perkins, which means a lot of SOAs are being signed despite capacity issues. Without obvious signs, should advisers be expected to make a medical diagnoses?

Tahn SharpeApril 1, 2021

Industry

FSC brings in pollsters to look at ‘simple vs complex’ advice plan

After teaming up with Rice Warner to propose ‘simple’ and ‘complex’ personal advice last October, the FSC has brought in an external research team to find out if the idea would resonate with consumers.

Tahn SharpeMarch 30, 2021

Compliance

Bodies unite over standardised advice fee consent forms

If funds write their own trustee consent forms it will be a costly mess for advisers and consumers, which is why representative groups are pushing for providers to join them at the table to standardise a template for the new compliance requirement.

Tahn SharpeMarch 29, 2021

Regulation

‘I have a contribution to make’: ASIC’s Shipton

ALP Senator Andrew Leigh said he could understand why it was in the ASIC chair's interests to come back to the top job and enhance "public perception" that he had cleared his name, but was it in the regulator's interests?

Tahn SharpeMarch 29, 2021

Profiles

From gym sessions to retirement plans: Noni and Kate

After bonding over high-intensity interval classes at the gym, Kate Long eventually decided Noni Crawford was the right person to advise her and her husband Don through a tough SMSF situation and into retirement.

Tahn SharpeMarch 26, 2021

Compliance

ASIC trims double handling with amended fee consent rules

The corporate regulator made several important changes to its fee consent and independence disclosure legislation, released today, in response to 22 industry submissions.

Tahn SharpeMarch 25, 2021

Featured Homepage Posts

‘Mechanical’ industry funding model to blame for high levy: ASIC

Royal commission enforcement and declining adviser numbers have contributed to the increased levy, ASIC's top brass explained, but it is the rigid nature of the industry funding model that stops them from being able to alleviate the pressure.

Tahn SharpeMarch 25, 2021

Industry

Call for banks to pay advice ‘exit fee’ and subsidise adviser levy

One association suggests charging the banks $7,400 for every adviser they released since the Hayne Royal Commission and using the revenue to subsidise the current ASIC adviser levy.

Tahn SharpeMarch 24, 2021

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Tahn Sharpe

Estate Planning

Capacity a ‘ticking legal time bomb’ for advisers

Industry

FSC brings in pollsters to look at ‘simple vs complex’ advice plan

Regulation

‘I have a contribution to make’: ASIC’s Shipton

Profiles

From gym sessions to retirement plans: Noni and Kate

Featured Homepage Posts

‘Mechanical’ industry funding model to blame for high levy: ASIC

Industry

Call for banks to pay advice ‘exit fee’ and subsidise adviser levy

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