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Financial advice regime leaves SMSFs out in the cold

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Manage episode 381918021 series 2394975
Innhold levert av Accountants Daily and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Accountants Daily and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The financial advice regime has failed to deliver guidance to SMSFs through its licensing rules and the Quality of Advice Review offers little prospect for change, according to the CEO of two fintechs aiming to bridge the gap. George Haramis said some accounting firms acquired licences to offer advice to SMSFs but providers fell away, leaving almost $900 billion in superannuation assets largely unguided. “We know that accountants can deliver tax advice, but in reality they get asked all the time to cross the line inadvertently by their clients,” Mr Haramis said on the latest Accountants Daily podcast. “They don’t. They fall back to the tax advice and guidance and refer people to financial advisers.” “But it’s always surprised me that the inability for them to give personal advice to some extent is not is not catered for by the government and the regulators – particularly what came out of QAR.”

  continue reading

260 episoder

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iconDel
 
Manage episode 381918021 series 2394975
Innhold levert av Accountants Daily and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Accountants Daily and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The financial advice regime has failed to deliver guidance to SMSFs through its licensing rules and the Quality of Advice Review offers little prospect for change, according to the CEO of two fintechs aiming to bridge the gap. George Haramis said some accounting firms acquired licences to offer advice to SMSFs but providers fell away, leaving almost $900 billion in superannuation assets largely unguided. “We know that accountants can deliver tax advice, but in reality they get asked all the time to cross the line inadvertently by their clients,” Mr Haramis said on the latest Accountants Daily podcast. “They don’t. They fall back to the tax advice and guidance and refer people to financial advisers.” “But it’s always surprised me that the inability for them to give personal advice to some extent is not is not catered for by the government and the regulators – particularly what came out of QAR.”

  continue reading

260 episoder

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