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Financial Planning

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
Superannuation funds are at risk of potentially losing significant value if trustees don't capture the tax implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns.

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
Advisers are urged to register with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member.

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards.

Adviser cybercrime insurance launches

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
Adviser Ratings and a global insurance and risk management provider are launching an insurance policy aiming to protect advisers against cybercrime.

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan.

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market.

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors.

Record adviser numbers attend Sydney ABDO

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017
The Financial Standard Advisers Big Day Out Investment Manager Roadshow hit Sydney today, with more than 500 financial advisers and industry professionals registering for the annual event.

Professional standards need deeper thought: Consultant

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
Financial advisers must look beneath the surface of the recently enacted professional standards legislation and start combating the real challenges facing the developing advice profession.

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform.