SMSFs get reprieve for legal entity identifier compliance
European authority announces financial entities, including SMSFs, won’t be required to meet new global standard until mid-2018.
January 09, 2018
It’s an uncertain path to safe harbour on best interests
Showing that your advice process incorporates the elements of Corporations Act Section 961B (2) isn’t a panacea but it helps. Here’s a guide.
January 08, 2018
Goals make clients keen to master money
Peter Malekas shares his perspective on what it takes to help people develop financial skills to last a lifetime, and the central role of advisers in that process.
January 08, 2018
Deadline passes for TPB renewal
Advisers whose registration with the Tax Practitioners Board lapsed after January 1 can no longer legally provide tax advice.
January 05, 2018
Age of disruption casts doubt on power of rate hikes
The Reserve Bank’s favourite lever doesn’t have the same pull it once did. This may cause investors to lose confidence in central banks.
January 05, 2018
Early release of savings for victims of crime proposed
Support for survivors of domestic violence, the release of funds on medical grounds, and criminal restitution top the agenda of a government consultation paper.
January 04, 2018
FPA sets out priorities for a busy new year
Supporting FASEA and helping members navigate increasing regulatory costs are among the top issues on the Financial Planning Association’s agenda for 2018.
January 04, 2018
Fair and efficient markets rely on people power
CFA Societies are taking the lead in promoting professionalism and ethics, because the fairness and efficiency of financial markets is driven by human behaviour.
December 21, 2017
Royal commission must prove reform is no fairy tale
Like Hans Christian Andersen characters, industry leaders are afraid to say publicly what’s so obviously wrong with the industry, Robert MC Brown writes.
December 21, 2017
Valuable SMSF market just keeps on growing
Self-managed super funds, which already provide a healthy chunk of revenue for most advice businesses, continue to offer more and more opportunities for financial planners.
December 20, 2017
This New Year, engage a tech expert, and kiss some stress goodbye
Sorting through the risks of the digital boom to capture its benefits is beyond the skills of most advice businesses. Accessing outside help can save a lot of headache.
December 20, 2017
