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November 16, 2021
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ifa latest news
- SOAs the ‘most inefficient’ aspect of advisers’ workWhile a number of suggestions have been made to remedy the imposition posed by statement of advice (SOA) requirements, advisers still await progress on both the second tranche of DBFO reforms and Liberal MP Bert van Manen’s private member’s bill, both of which aim to address the issue.
- ‘Shouldn't fear accountants’ providing advice: HowarthShadow financial services minister Luke Howarth said accountants are “trusted individuals” and he is open to them providing financial advice in some form.
- New year, new licensee: Considerations when making a switchAs businesses return to work with fresh eyes for the new year, advisers might consider assessing their licensees’ recent performance, and an industry expert has offered some guidance if they come up lacking.