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Showing 1 - 10 of 294 results for %22Quality of Advice Review%22

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. The government's recent favourable ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... advice gap being experienced globally by significantly reducing the cost of advice. In doing so, we hope to make quality advice more accessible to a broader range of people," DeDominicis said. Over the past year, GBST onboarded over 20 clients to its ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... from a member's super account to an adviser for personal financial advice provided as per Recommendation 7 of the Quality of Advice Review. This aims to provide trustees with more legal certainty about paying advice fees agreed between a member and ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) and overhauling financial services guides (FSG) are ...

Coalition appoints shadow assistant treasurer, financial services minister

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... his appointment. "This is a critically important portfolio at a time when more Australians than ever need access to high quality and affordable financial advice. We look forward to engaging with the shadow minister on the many current regulatory matters ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... OneVue had two core divisions: funds and platform services. "Throughout the review process we have been impressed by the quality of the IOPB people and client base. The ability to transition IOPB's clients to our existing platform technology will ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... will pay double in taxes on retirement savings based on this new policy. Together with Labor's other changes in the Quality of Advice Review and non-arm's length expenses (NALE) provision, Talyor said this is all part of "a broader attack on ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... practices in the superannuation industry, noting the latter's stated focus on investment governance. It also said the quality of advice provided by advisers could improve and that it is considering a range of regulatory responses to its findings, including ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... SMSF balances exceeding $3 million as well as contributing to the ongoing debate on the legislation emanating from the Quality of Advice Review," he said. Hay-Bartlem addressed delegates at the opening of the SMSF Association's National Conference ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... SMSF Association National Conference at the Brisbane Convention and Exhibition Centre (BCEC) this morning discussed the Quality of Advice Review's (QAR) potential to transform how both sectors service their membership base. Speaking on a panel, Brighter ...
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