Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Arthur Naoumidis

  • Chris Tucker

  • Dragana Timotijevic

  • Drew Meredith

  • Giselle Roux

  • Graeme Brant

  • Greg Bright

  • Ian Knox

  • Ishan Dan

  • James Dunn

  • Jamie Nicol

  • Jordan Kerr

  • Kim Ivey and Michael Armitage

  • Kylie-Anne Richards

  • Lachlan Buur-Jensen

  • Lachlan Maddock

  • Lisa Uhlman

  • Nicholas Way

  • Nicki Bourlioufas

  • Sean Graham

  • Staff Writer

  • Tahn Sharpe

  • The Inside Adviser

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
‘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
  • 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
  • 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
    ‘Too big an issue’: Levy questions whether super funds can handle advice expansion role

    If super funds can’t implement the retirement income covenant’s mandate to provide retirement guidance, the review lead pointed out, how are they going to handle the responsibility of saving financial advice?

    Staff Writer | 27th Jul 2023 | More
    The ‘safer sandbox’: Government doubles down on super path to increased advice access

    The minister is putting his financial advice eggs in the superannuation basket, with dramatic changes to the existing intrafund advice models being considered. “I don’t think fiddling with intrafund advice is going to get us where we need to be,” he said.

    Tahn Sharpe | 17th Jul 2023 | More
    Jones grilled by Queensland advisers on QAR and skyrocketing advice levy

    The minister was peppered with questions about phases 1 and 2 of the the government’s advice review response, as well as specialist accreditation and data access during a series of events in the sunshine state.

    Staff Writer | 17th Jul 2023 | More
  • Review into ASIC funding model recommends levy discount cut and… another review

    While finding that more research is needed to determine if the “definitions, metrics and formulas” used to calculate levies remain fit‑for‑purpose, Treasury was able to determine that advisers should no longer benefit from discounted levies.

    Tahn Sharpe | 29th Jun 2023 | More
    Up to $1,250 per adviser: FAAA flags ‘onerous’ scheme of last resort costs

    The controversial, long-delayed scheme doesn’t protect consumers from high profile managed investment scheme failures like Sterling and Timbercorp, FAAA CEO Sarah Abood said, and could end up adding another layer of unfair fees at the feet of advisers.

    Tahn Sharpe | 26th Jun 2023 | More
    SOAs, safe harbour steps gone as government takes staged approach to advice reform

    Financial services minister Stephen Jones has accepted 14 of Michelle Levy’s 22 recommendations to increase advice access, with super funds set to play an expanded role and advisers benefitting from a drastic cut to red tape. Banks and insurers, however, have had their advice reform hopes dashed – for now.

    Tahn Sharpe | 13th Jun 2023 | More
    1 2 3 10