Tim Howard Advice Technical & Regulatory, BT With the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds, which includes an increase to the 'preservation ... One of the most significant measures announced in the May 2021 federal budget was the proposed exemption from the work test. How does the work test apply now, and what is expected to change? Currently ... One ... |
| | KARREN VERGARA The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. | KARREN VERGARA The exit of 807 advisers during the Christmas and New Year break leaves the total population close to dipping below the 18,000 mark. | | | KARREN VERGARA Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. | KARREN VERGARA Financial advisers tilted towards the non-aligned sector at an unprecedented rate during 2021, a new report suggests. |
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