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Showing 221 - 230 of 261 results for "General advice"

Bowen's FoFA fears "complete rubbish": AFA

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
... you have a broad APL you can't have a discussion with your client and end up with a recommendation via providing general advice." "Licensees would not support it and it would not be possible to do it; but if you have only one product and your client ...

Industry funds oppose bachelor degree for general advisers

LAURA MILLAN  |  TUESDAY, 11 FEB 2014
... organisations representing industry super funds expressed "concern that increasing the minimum requirements for general advice staff would be likely to impact on the capacity of super funds and other providers to continue to offer general advice." "AIST ...

Sinodinos defends "speedy" FoFA legislation

ALICE URIBE  |  FRIDAY, 31 JAN 2014
... streamlining the annual fee disclosure requirements, amending the best interest duty to allow for scaled advice, exempting general advice from conflicted remuneration; and amending grandfathering to allow for adviser movements. Sinodinos said that the ...

FoFA reforms put professional standards at risk: Ripoll

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... streamlining the annual fee disclosure requirements, amending the best interest duty to allow for scaled advice, exempting general advice from conflicted remuneration; and amending grandfathering to allow for adviser movements. Ripoll said that the opposition ...

Government releases FoFA draft legislation

ALICE URIBE  |  WEDNESDAY, 29 JAN 2014
... streamlining the annual fee disclosure requirements, amending the best interest duty to allow for scaled advice, exempting general advice from conflicted remuneration; and amending grandfathering to allow for adviser movements. According to a media release ...

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... ban on conflicted remuneration only to personal financial advice. "Applying the ban on conflicted remuneration to general advice risks limiting the availability of this type of advice and unnecessarily burdens industry by capturing staff not directly ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
... agreement, "Members will call into the Cbus call centre looking for advice, and if that can't be dealt with as general advice, then they will be referred to a financial adviser in the Professional Practice Program." He said that the agreement - which ...

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH  |  FRIDAY, 18 OCT 2013
... panellist and adviser Claire Mackay said another way of attracting lower income clients is by offering free 40-minute general advice consultations. After that, if the client decides advice is too costly, they have nevertheless had a positive first taste. ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
... practitioners providing a personal advice service but does not support a degree requirement for practitioners who provide a general advice service.

FPA outlines concerns on TASA submission to Treasury

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... in a submission to Treasury. FPA argued that "there is some confusion as to whether the TASA regime applies to general advice." The amendments to TASA demand planners who give tax advice to become registered tax agents by July 1, 2014. The FPA asked ...