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Accountant-planner JVs will increase - but basic fundamentals are needed

BY   |  SUNDAY, 14 AUG 2022    11:26AM
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Regulatory pressure following the Hayne Royal Commission has led to an increase in quality and transparency in the financial advice sector - a crucial ...

Australian federal budget 2021 summary

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There was little doubt that this year's Australian federal budget would focus on securing Australia's economic recovery as we enter a post-COVID ...

The survival of a financial adviser in Australia

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Since the outcome of the Royal Commission into the state of financial planning within Australia, the industry is going through a significant period of ...

It is now illegal to remain silent about your independence

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For over 20 years it has been illegal for financial planners to use the terms 'independent', 'impartial' or 'unbiased' to describe their services without ...

Breach reporting is about to become more onerous

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A new breach reporting regime will commence on 1 October 2021 and it will be more onerous on licensees than ever before. One of the most notable changes ...

Why your financial planning business needs hypertargeting

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In setting up your financial planning business you have a unique opportunity to focus on a very, very specific group of people - Seth Godin calls it your ...

Buying a book of client fees? Tips and traps regarding anniversary adjustments

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One of the most important considerations when buying a book of clients is getting the anniversary adjustment right.

SOA myths and mistakes

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It should be such an easy thing to do - after all, it's what financial advisers get paid to do. i.e. provide their advice to clients in a written ...