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Showing 481 - 490 of 4389 results for "financial Advice"

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... will have to fork out $65.65 million, while market infrastructure and intermediaries will pay $64.1 million. Financial Advice Association Australia (FAAA) chief executive Sarah Abood said at first glance it seems the ASIC levy per adviser will not move ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... client experience and operational efficiency," Sevestre said. "This integration is crucial for delivering accurate financial advice, allowing advisers to focus on client relationships and planning. For providers, the opportunity lies in developing systems ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. The equity partnership scheme investment into Melican will be made up of cash and some ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial advice service. He also operates an equipment finance broking and mortgage broking business through the corporate vehicle, Corporate ...

Adviser exam yields 70% pass rate

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Counter-Terrorism Financing Act 2006, the Privacy Act 1988, and the Tax Agent Services Act 2009. Candidates must also study financial advice construction, which is the suitability of advice aligned to different consumer groups, incorporating consumer ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... sigh of relief as it feared leaving section 99FA as is would result in more work for advisers and super funds. Financial Advice Australia Association chief executive Sarah Abood said the changes to the wording of section 99FA are a positive step. "It ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Professional to offer superannuation fund staff further education and training as the sector gears up to offer more financial advice. The courses target super fund staff predominately working in call centres, general advice, and education delivery teams. ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes ...

Committee calls for 'sick agency' ASIC to be split in half

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... Importantly, it said all reasonable steps should be taken to ensure levies charged on industry subsectors, like financial advice, under the Industry Funding Model are reduced commensurate with this increased resourcing to the regulator. It added that ...

Retirement Income Covenant still weak: APRA, ASIC

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
Superannuation funds continue to grapple with their retirement income strategy obligations, citing financial advice regulation uncertainty, costs, and the lack of member engagement as major barriers. This is according to joint oversight by ASIC and ...