Mr Taxman
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As financial planning dealer groups continue to conduct internal reviews of past planning practices and breach incidents, the industry must be ready to share this information with new entrants to help bolster the integrity of the profession, according to a leading academic.
Members of the advice sector have responded to the FPA’s proposed adviser education transition program, with one academic saying the bar it sets for achieving ‘degree equivalent’ status is too low.
A Deakin University associate professor has criticised financial advisers who say they cannot afford a university degree, calling it a “laughable” excuse
With dramatic changes to superannuation just 10 weeks away, family trusts are becoming more popular as the "next best" investment vehicle for those who have more to invest than the new super rules will allow. Financial advisers note a marked increase in clients wanting to set one up, either dismayed by how little they'll be able to get into super after July 1 or fed up with government changes to retirement savings.
Deakin Business School’s financial planning programs prepared to meet new legislative demands
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