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‘No compromises’: Levy details advice review mindset

“I don’t think anyone told me that things are going well,” said Michelle Levy of the advice review consultation process. Despite being given disparate views on how to fix things, the lawyer believes compromise was never an option.

Tahn Sharpe | 2nd Feb 2023 | More
‘Easy wins’ not enough for QOAR: Joint advice association group

In a letter released by the group Thursday it said “urgent action is needed”, and called the government’s impending response a “rare opportunity to deliver affordable and accessible advice to consumers”.

Tahn Sharpe | 2nd Feb 2023 | More
  • Exodus reversing? Adviser numbers on the rise in 2023

    The green shoots that emerged for adviser numbers in the back half of 2022 were no fluke, with provisional advisers leading an industry resurgence after five years of decline.

    Tahn Sharpe | 30th Jan 2023 | More
    Death benefit litigation puts SMSF management in focus

    Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations. Cooper Grace Ward partner Hayley Mitchell discusses key recent case law and what it means for estate planning and SMSF management.

    Lisa Uhlman | 25th Jan 2023 | More
  • With DDO stop orders, ASIC steps up marketing scrutiny

    The corporate regulator reports it has issued 21 stop orders against companies over marketing of financial products since new design and distribution obligations went into effect last October, with the rate of enforcement picking up in recent months.

    Lisa Uhlman | 19th Dec 2022 | More
    Levy’s advice proposals get heavy hitting advocacy lift

    The Financial Services Council and its provider members are putting their weight behind the advice review leader’s suite of reforms as the December 16 delivery date looms.

    Tahn Sharpe | 1st Dec 2022 | More
    ASIC ‘neutral’ on SOA format, video statements good to go

    The Corporations Act is “technology neutral” according to ASIC, so video SOAs are acceptable as long as they include the eight or so standard compliance requirements.

    Tahn Sharpe | 28th Nov 2022 | More
    Good advice foundation to shift from ‘reasonable benefits’ to ‘fit for purpose’: Levy

    Review leader Michelle Levy said the proposals need to look at the “full universe” of providers. If ‘good advice’ is to replace best interests duty while also opening the gates to product providers, the duties involved will need to fully match the breadth of that task.

    Tahn Sharpe | 24th Nov 2022 | More
    Proposed changes to off-market share buybacks rile franking system advocates

    Treasury has released for public consultation draft legislation aimed at closing a tax loophole for off-market share buybacks, prompting renewed fears over the future of franking credits despite assurances that mum-and-dad investors will not be affected.

    Lisa Uhlman | 24th Nov 2022 | More
  • Australians’ retirement angst running high as economy wobbles

    Sentiment around retirement prospects is declining across the board in Australia, with millionaires almost as likely as less affluent investors to believe it would take a miracle to retire securely. Recent reports highlight the correlation between the new economic uncertainty and reduced confidence in a comfortable retirement.

    Lisa Uhlman | 21st Nov 2022 | More
    ASX drops plan to replace CHESS with blockchain, writes off $250M

    The long-running project has been shelved after a devastating Accenture report cited multiple areas of concern. ASIC chair Joe Longo said the ASX “failed to demonstrate appropriate control”.

    Tahn Sharpe | 17th Nov 2022 | More
    Share falls and higher rates bite into superannuation balances

    Australians should be putting more money into superannuation and diversifying out of property, some say, even as super performance remains a question mark.

    Nicki Bourlioufas | 10th Nov 2022 | More
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