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16-Feb-2018 Kate Cowling, Professional Planner
Advisers who are driven by compliance often won’t end up with the best outcome for their client, a financial services lawyer said.
16-Feb-2018 Tahn Sharpe
A prominent SMSF attorney has highlighted the need for advisers to be more educated around succession planning, especially in light of the 2017 superannuation reforms.
13-Feb-2018 Max Newham, Professional Planner
Not long after the downsizer superannuation contribution (DSC) legislation was passed, people started asking whether it made sense to sell a home purely to increase someone’s superannuation. As usual, there is no definitive answer that applies to every situation.
12-Feb-2018 Malavika Santhebennur
Robo-advice provider Six Park has announced two new strategic partnerships with Heffron and Class as part of its wider plans for 2018. In a signal the robo-adviser was looking to move into the business-to-business space in 2018, Six Park said it would partner with Heffron to offer a low-cost, digitally driven end-to-end SMSF service.
12-Feb-2018 Krystine Lumanta, Self Managed Super
Digital currency exchange Independent Reserve is increasing its activities in the SMSF market this year after experiencing overwhelming demand from trustees looking to add digital currency assets to their portfolios.
30-Jan-2018 Tahn Sharpe, Professional Planner
When Financial Services Minister Kelly O’Dwyer announced reforms aimed at lifting standards for financial advisers, the statement focused on an existing setup that “allowed some financial advisers to become qualified to provide financial advice to retail consumers after only four days of training”.
30-Jan-2018 Malavika Santhebennur, Self Managed Super
Accountants wishing to continue to advise on SMSFs will bear the brunt of the new education standards as much as financial planners, but this is flying under the radar, an industry executive has warned.
19-Jan-2018 ASIC Media Release
The Australian Securities and Investments Commission (ASIC) is putting the financial advice sector on notice about meeting requirements for witnessing signatures, after finding issues with advisers failing to correctly witness binding death nomination forms for superannuation benefits.
14-Jan-2018 Killian Plastow, Accountants Daily
Financial advisers are “significantly better placed” to advise SMSF trustees than accountants, according to the FPA.
10-Jan-2018 Miranda Brownlee, Accountants Daily
Educational changes currently sweeping through the financial advice industry are likely to include accountants with an AFSL, according to a compliance lawyer.
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