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Showing 111 - 120 of 9866 results for "advice"

Government looks to bolster TPB, tax compliance

JAMIE WILLIAMSON  |  TUESDAY, 25 MAR 2025
... government said the measures are aimed at protecting taxpayers from tax agent misconduct, including poor and unlawful tax advice, and increase confidence in the tax system. It also said it forms part of its response to the PwC matter as well as implements ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ...

What to expect in the 2025 Federal Budget

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... Budget that address client concerns which also includes childcare, education and Medicare," Viridian general manager of advice Brett Arnol said.

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... AI-driven software tool to record and transcribe conversations with clients. Additionally, MDS has enhanced Statement of Advice (SOA) creation support in a partnership with Broker Support Global, and unveiled a new MDS Licensee Compliance Portal, which ...

Australians 'overwhelmed' by retirement: Aware

ELIZA BAVIN  |  MONDAY, 24 MAR 2025
... of your super balance is made up of investment returns. "But there are clearly still big gaps in knowledge, and getting advice at the right time makes an enormous difference. We see it as our job to offer help and guidance to our members and Australians ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... additional high-quality consulting expertise. "His expertise further strengthens our ability to support wealth advisors, advice practices and family offices with tailored investment solutions. As JANA expands its presence in the wealth sector, we are ...

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... Rask Australia, an investment research and education company. Goh will primarily focus on equities research and consulting advice. At the same time, long-serving senior consultant Andrew Longmore will take on the role of deputy head of the firm's ...

Jones calls out super sector, hints at more reform

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
... [super funds] haven't set themselves up to do properly is ensure that they are providing the service, communication and advice to members that they increasingly will need." Jones pointed to recent failings in the super sector, particularly when it ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... review meetings. "We're really excited by the disruptive potential of AI on North to improve efficiency and accuracy for advice practices when delivering advice at scale, without losing personalization," Maloney said. "With a simple and intuitive design ...