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Instos to re-enter advice, SOAs scrapped in landmark reform package

The government will now follow through on Levy’s proposal to bring licensed financial institutions back into the advice fold, while also agreeing to “modernise” the Safe Harbour Steps and swap SOAs with “advice records”.

Tahn Sharpe | 7th Dec 2023 | More
Advice compliance measures need to add up: Mintegrity

Advisers should take a proactive approach to compliance, which can enhance the reputation of their firm and reduce the risk of regulatory enforcement action according to Mintegrity.

Amanda Mark | 6th Dec 2023 | More
  • ‘Really concerned’: Jones admits worry over QAR draft, stands by advice reform schedule

    “I was really worried people would say ‘Is that all?'” the minister said, before explaining that he didn’t want to submit key compliance reforms until they were well-designed and collectively agreed upon.

    Tahn Sharpe | 27th Nov 2023 | More
    Is the F.I.R.E. retirement plan foolproof or foolhardy?

    Diligence and frugality can lead to wonderful retirement outcomes, writes Alteris Financial Group senior adviser Jaxon King. But if the journey to retirement is bleak, it could sap the joy out of reaching the destination.

    Jaxon King | 2nd Nov 2023 | More
  • Australia jumps to fifth in Mercer’s Global Pension Index

    Higher mandatory contributions and increased pension assets helped Australia improve on its 2022 score in Mercer annual index, and move up a spot in the 47-country ranking. Yet the research cited room for improvement.

    Staff Writer | 27th Oct 2023 | More
    Government forces crypto into the regulatory fold

    Concerned by collapses of crypto platforms both here and abroad, the government has put forward a plan to bring digital asset platforms into the Australian Financial Services Licensing system.

    Tahn Sharpe | 19th Oct 2023 | More
    ASIC warns licensees to improve ‘inappropriately narrow’ remediation practices

    After publishing two separate guides and with the Financial Accountability Regime firmly in mind, the regulator was scathing of licensees’ collective remediation processes when it released findings of a recent industry review.

    Tahn Sharpe | 27th Sep 2023 | More
    Older and increasingly wealthier: The changing face of retirement

    Australians are retiring much later and with more in their retirement coffers than ever before, according to the ABS, with a confluence of factors behind the trend.

    Tahn Sharpe | 18th Sep 2023 | More
    Super tax break costs misrepresented: Mercer

    The idea that superannuation tax concessions are costing the government more than the Age Pension is based on bad analysis, according to Mercer, which found that concessions will actually save taxpayers in the long run.

    Lisa Uhlman | 31st Aug 2023 | More
  • Education carve-out should come with separate adviser designations

    An approved degree doesn’t necessarily make for a better adviser, but if the government wants to get the experienced pathway legislation right it must disclose which pathway an adviser took to accreditation.

    Tahn Sharpe | 22nd Aug 2023 | More
    Generation Life gets flexible on annuity product after adviser consultation

    While the need for retirement income solutions is great enough to be mandated in some corners, the local annuity market remains a tough nut to crack. So Generation Life has reached out to advisers and a host of others for input into its product offerings.

    Staff Writer | 21st Aug 2023 | More
    FSC maps out alternative super spending path for retirees

    The Financial Services Council commissioned the Retirement Income Policy Roadmap to help the superannuation system put greater emphasis on the drawdown phase. Industry leaders say the biggest hurdle is a deeply entrenched fear of running out of money.

    Lisa Uhlman | 28th Jul 2023 | More
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