Monthly Archives: July 2013

Grandfathering of conflicted remuneration to benefit independent financial planners

The government last week announced how pre-FoFA conflicted remuneration arrangements would be treated going forward. Simply, all existing arrangements will be grandfathered indefinitely. There’s more. A 12 month transition period (to 30 June 2014) was also announced for financial planners. During this time new clients are still able to enter into pre-FoFA (conflicted) fee arrangements. […]

Posted in Independent Financial Planner | Comments closed
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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.