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Showing 11 - 20 of 1638 results for %22The Advisers Association%22

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these five emerging megatrends in their businesses. "These trends can be influenced ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... costs less than 2% of your revenue to prevent cyber-attacks, and it is absolutely worth it," Jack said. Jack said that advisers should think of their client's data akin to a precious diamond. "If you could imagine the lifetime value of a client in your ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... will have on farmers, but it's actually an area where farmers are going to be impacted more than they should be, and advisers need to be aware of this," Timms said. "Recent rapid increase in land values have seen members that previously wouldn't ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... Braun. Addressing the crowd at the SMSF Association Conference 2024, Braun noted that there are various ways for financial advisers to make the most of AI in their businesses. He said the first step is to have a vision or strategy. "What I mean by that ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference in Brisbane, Hurley cited new research ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these issues. He also leads the law firm's commercial and private ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... and Suncorp's superannuation business in recent years. Some 3% of its members are covered by Brighter Super-aligned advisers while 24% are serviced by IFAs that largely came from Suncorp. "What [the QAR] will do is make us be much more thoughtful ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
ASIC has issued its final reminder to the 757 financial advisers who have yet to register with the corporate regulator. As of February 6, ASIC counted many relevant providers who have outstanding registrations. They have until February 16 to get cracking ...