'A budget of no surprises': Industry reacts to advice shun
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Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia's financial planners and advisers drive business growth
Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as improving their digital offerings.
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, according to BT.
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies.
Draft legislation on the first stream of the Quality of Advice Review reforms is expected to be released 'within weeks', according to Minister for Financial Services, Stephen Jones.