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Industry fund members eye SMSFs

Industry fund members eye SMSFs

SMSF establishments and the use of financial advisers are on the rise with industry fund members more likely to consider the option.
Timing now adds to CSLR cost equation

Timing now adds to CSLR cost equation

With both Treasury and a Senate inquiry due to report on the CSLR timing of claims has added a further dimension to the funding debate.
CSLR declares likely underspend

CSLR declares likely underspend

In a rare bit of good news for financial advisers the CSLR has predicted an underspend which will help address claims in future years.
RPA

Yarra Lane, VBP unveil robotic consulting service to address advice skills gap

Patrick Buncsi 29 May 2025 No Comments

Financial advisory services firm Yarra Lane has teamed with outsourcing partner VBP to launch a new robotic process automation consulting service.

Tax deductible post-it note

FAAA aligns with accounting groups on advice deductibility

Mike Taylor 27 May 2025 No Comments

The FAAA’s guidance to the tax-deductibility of financial advice via TD 2024/7 is a collaborative effort with the major accounting groups.

new appointment

Advice accessibility at the crux of cost of living crisis: Survey

Yasmine Raso 27 May 2025 One Comment

New research commissioned by CFS confirms link between financial advice and financial security amid the cost of living crisis.

Two gold cogs with regulatory and compliance written on them for ASIC

ASIC imposes conditions on AFSL over compliance concerns

Yasmine Raso 26 May 2025 2 Comments

An AFSL holder has had addition licence conditions imposed by ASIC over concerns representatives were providing unlicensed advice.

Red alarm clock with tick tock

DBFO uncertainty plays on adviser movement

Mike Taylor 23 May 2025 No Comments

The waiting game around the final shape of the new class of financial adviser appears to be impacting adviser movement and numbers.

Excess

ASIC accused of over-reach on IDR name and shame

Mike Taylor 22 May 2025 One Comment

ASIC has been told it will be exceeding its legislative authority if it proceeds to publish IDR data naming and shaming licensees.

Investment fees

Insignia’s MLC Expand heats up platform fees competition

Mike Taylor 21 May 2025 No Comments

Insignia Financial’s MLC Expand platform has thrown down the gauntlet on fees, announcing reductions of around 25%.


INDUSTRY NEWS

Retirees need to dial down risk and focus on income

Financial Newswire Contributor 26 May 2025

Industry News

No Comments

For investors nearing retirement this intense market volatility couldn’t be more poorly timed. A big loss now could leave them lacking later in life.

Take life on with Acenda, the new face of MLC Life Insurance.  

Financial Newswire Contributor 19 May 2025

Industry News

No Comments

For over 130 years, MLC Life Insurance has helped Australians protect their futures and the futures of those they love. Now, as Acenda…

Duration’s comeback: A better friend for income and credit

Financial Newswire Contributor 8 April 2025

Industry News

No Comments

We think it is time for income and credit investors to accept duration back into the friend circle…

Trade, tariffs, and the market response

Financial Newswire Contributor 21 April 2025

Industry News

No Comments

Global markets have been rattled following proposed tariff implementations. Fidelity experts weigh in across asset classes and lay out their thinking


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Loyalty

Aussie clients loyal, but not that loyal

Mike Taylor | 21 May 2025Australian investors are more loyal to their primary wealth advisers than their global peers, but not that loyal says EY.
ASIC cancels AFS licence

CSLR pays $267,235 ASIC cancels AFSL

Staff Writer | 21 May 2025An unpaid AFCA determination relating to investments in 2022 has resulted in the CSLR paying out $267,235 resulting in an AFSL cancellation
NESS deploys Otivo's advicetech solution

Advice opportunity lies in HNW demand for alternatives

Yasmine Raso | 21 May 2025HNW investors' demand for alternative assets has exposed a gap in education advisers are yet to capitalise on, according to Praemium research.
comparing apples with oranges

Industry funds back ASIC on publishing IDR data

Mike Taylor | 20 May 2025Industry funds group, the Super Members Council, has backed ASIC's proposals to publish IDR data likening it to the super performance test.
Blame/Shame blocks

Purpose and cost of ASIC ‘name and shame’ regime challenged

Mike Taylor | 19 May 2025The FAAA has strongly questioned the rationale behind ASIC proposals to publish IDR and reportable situations data and the costs.
Insurance premium

Asgard flags hefty insurance premium rises

Mike Taylor | 16 May 2025Westpac-owned platform Asgard has written to advisers flagging some hefty rises in premiums across salary continuance, trauma and TPD.
Finger balances numbers

Super funds losing advisers ahead of DBFO

Mike Taylor | 16 May 2025Industry funds are being viewed as winners out of the DBFO legislation yet new analysis shows they are employing fewer advisers.
Bookie taking an each-way bet

Morningstar not writing off Insignia PE sale

Mike Taylor | 16 May 2025The sceptics may be writing off a PE acquisition of Insignia Financial but Morningstar believes it is still an each way bet.