23 April 2026

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Indexation implications – key changes to 2026/27 super thresholds The refinery problem: A different kind of energy crisis in 2026 3 ways to defuse intergenerational anger The missing 30%: how LIC returns are understated, and why it matters Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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Home / Future Of Financial Advice

Future Of Financial Advice

1-12 out of 13 results.

The saga of FoFA (so far) - a reprise from 2014

Harry Chemay
24 April 2018

Following the Ripoll Inquiry in November 2009, the Labor Government formulated the Future of Financial Advice proposals. A lot has happened since, and the Royal Commission is dealing with the consequences.

Regulator demands robos understand clients

Paul Resnik
2 June 2016
2

While ASIC reviews the feedback on its robo advice policies, the US regulator makes it clear it requires the same standard of care from robo advisers as it expects from human advisers.

In defence of asset-linked fees

Jonathan Hoyle
21 March 2014
24

The Future of Financial Advice reforms have substantially addressed poor practices in the industry, and there's strong justification for different ways to charge fees for financial advice.

The state of play in the funds management industry

Chris Cuffe
6 December 2013

The funds management industry is undergoing consolidation and evolving rapidly, under pressure to provide better service and high returns while cutting costs. Chris Cuffe discusses the present and the future.

Painful transition to FOFA will pay off in the long term

Tim Stephen, Andrei Ivanov
10 October 2013

FOFA demands higher professionalism, improves client confidence and presents opportunities for reputable advisors. The cleansing effects of the legislation are expected to outweigh the costs in the long term.

The dynamics of the Australian superannuation system

Deloitte Australia
3 October 2013

Australian superannuation is a highly dynamic industry, as this review of 2013-2033 shows. For many retirees, institutional funds, whether industry or retail funds, have not been able to compete with the attraction of SMSFs.

Managed funds reign over noisy neighbours, the SMSFs

Graham Hand
26 September 2013
10

Managed funds in Australia hold one trillion dollars in assets, double SMSFs at $500 billion. Compulsory superannuation flowing into retail and industry multisector funds will ensure managed funds continue to prosper.

ASIC Commissioner Greg Tanzer warnings on SMSF advice

Graham Hand
19 September 2013

Not all lifecycle funds are created equal

David Bell
6 September 2013
4

There are important features which distinguish the different lifecycle offerings and they can have a significant impact on member outcomes. Rating agencies will need to adapt their processes versus normal balanced funds.

FOFA and ASIC’s five red flags

Peter Kell
23 August 2013
3

ASIC will be conducting both proactive and reactive surveillance activities, looking for licensees who fail to address FOFA issues. In particular, there are five 'red flags' relating to advice practices which ASIC has identified.

Technology advances key to improving delivery of intra-fund advice

Maree Pallisco, Jeroen Buwalda
19 July 2013

Revolution in the application of technology to the delivery of financial advice, in all its different forms, is critical if the issues around quality and access are to be meaningfully addressed.

CoreData research indicates major change coming from FoFA

Graham Hand
15 March 2013

* A CoreData White Paper suggests the majority of financial planners believe FoFA will have a negative impact on them and their business.

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Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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