The FPA looks forward to working with the incoming Albanese Labor Government on issues affecting financial advice

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The Financial Planning Association of Australia (FPA) has welcomed the appointment of the new Labor Government led by Prime Minister Anthony Albanese, and says it is looking forward to effective collaboration on the pressing issues affecting the financial planning profession after the full ministry is sworn in next Wednesday. Ms Abood also thanked Senator Jane Hume for... Read more continue reading

Australians have voted for a more sustainable future: our financial system holds the key

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The Responsible Investment Association Australasia (RIAA) has congratulated the incoming Government of Australia, and has called for the establishment of a national sustainable finance strategy which can unlock investment opportunities and underpin strong action on climate change and other key societal issues. “From climate change to housing affordability to gender equality, many of the issues... Read more continue reading

FPA gearing up for Roadshow Capital City Series

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The Financial Planning Association of Australia (FPA) is about to embark on its Roadshow Capital City Series, taking place in June across Australia. The FPA Roadshow Capital City Series will travel to five capital cities: Perth on 1 June, Adelaide on 2 June, Sydney on 7 June, Melbourne on 8 June and Brisbane on 10... Read more continue reading

Technical Summit to drill deep into topical SMSF issues

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Issues critical to SMSF specialists, such as complex strategy construction, contribution strategies, planning for incapacity and the payment of pensions, will be on the agenda at the annual SMSF Association Technical Summit being held on 27-28 July on the Gold Coast. A highlight on the SMSF calendar is the 2022 Technical Summit that will offer... Read more continue reading

Applications now open for 2022 AON Scholarship

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Aon and the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) are proud to announce submissions for the 17th Aon Scholarship are now open for 2022. The scholarship celebrates an outstanding insurance professional, strengthens international industry links, and emphasises the importance of continuing professional development in all aspects of insurance. Scholarship applicants will... Read more continue reading

FPA responds to Super Home Buyer Scheme proposal

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The Financial Planning Association of Australia (FPA) applauds both major parties for recognising that housing affordability is a major issue for Australians and that home ownership is an important part of a secure retirement. Under the Liberal Party’s proposed Super Home Buyer Scheme, first home buyers would be able to invest up to 40 per... Read more continue reading

ANZIIF appoint insurance industry leaders to its board of directors

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ANZIIF is delighted to announce the appointment of Kimberley Jonsson, CEO of CHU Underwriting Agencies and Brendan Dunne, Chief Customer and Operations Officer of Allianz Australia to its Board of Directors. Kimberley Jonsson is the Chief Executive Officer for CHU Underwriting Agencies, and a Fellow of ANZIIF. With 17 years’ experience across multiple regions, Kimberley... Read more continue reading

FPA calls on next Parliament to prioritise CSLR, planner education requirements, ASIC funding model, action on ‘finfluencers’ and regulatory reform

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The next Australian Parliament must provide certainty to the financial planning profession on issues such as the Australian Securities and Investments Commission’s (ASIC) industry funding model and education standards, prioritise the creation of a Compensation Scheme of Last Resort (CSLR) and further regulation of ‘finfluencers’, as well as provide tax deductions for the provision of... Read more continue reading

SMSF Association ends 18th National Conference on a high note

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The 2022 SMSF Association National Conference returned to the Adelaide Convention Centre this week, reminding the nearly 1000 delegates who attended this year’s event why this is their preferred conference format. SMSF Association CEO John Maroney says: “After more than two years, it was extremely exciting to see our loyal members enjoy all the benefits... Read more continue reading

David Sharpe takes up FPA chair role

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FPA board member and deputy chair David Sharpe CFP® will become chair of the FPA on 1 May 2022, taking over from Marisa Broome CFP® who has been chair since November 2018. Mr Sharpe joined the FPA in 2003 and became a board member in 2016.  He was appointed deputy chair in February 2021. Ms... Read more continue reading