AGBA invites goals-based advisers to participate in building better software as the industry strives to build better results for consumers and advice businesses that are affected by the legislation changes coming with regards to Limited Managed Discretionary Accounts.
financial advice
Further ASIC guidance for accountants providing SMSF advice
If Homer had told you he wanted to invest in property and asked how he could minimise his taxation obligations, as his tax agent you perhaps could have discussed the benefits of self-managed superannuation to achieve tax minimization.
Accountants and SMSF Advice – the current position
Since 1 July 2016, only individuals who are authorised under the Corporations Act can provide financial advice in relation to self managed superannuation funds.
AltaVista Research: Empowering advisors to build better ETP portfolios
Advisors and direct investors alike increasingly enjoy an unprecedented array of access to new asset classes and most importantly, “peer” product competition across the Exchange Traded Fund (ETF) and overall Exchange Traded Product (ETP) landscape.
Austock Life doubles its capabilities to service financial advisers
Specialist issuer, Austock Life, with an insurance bond book of $600 million says that the re-emerging insurance bond market is set for a further growth spurt due to the introduction of lifetime caps for non-concessional contributions no matter who wins the election. Largest BDM team for one product: insurance bonds As the leading player in […]