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Four workshops on the agenda for 2020 National Conference

Delegates attending the SMSF Association National Conference on the Gold Coast from 19-21 February will have a choice of four workshops to attend over the two-and-half day event. The workshops have proved very popular with delegates at past conferences, and this year the issues of death benefit planning, ageing clients, the sole purpose test and […]

16 Jan 2020

Update from FASEA on the Financial Adviser Exam

From FASEA - Financial Adviser Standards and Ethics Authority

FASEA continues to work closely with ACER to ensure exam processes are streamlined, accessible and effective and exam sitting opportunities are optimised. Remote access to the FASEA exam FASEA announces the launch of its remote proctoring solution. The remote proctoring solution will be available for the February exam and all subsequent exams. For information on […]

13 Jan 2020

FASEA welcomes new director

From FASEA - Financial Adviser Standards and Ethics Authority

The Financial Adviser Standards and Ethics Authority (FASEA) notes the Government’s announcement of the appointment of Will Hamilton to the Board effective 9 December 2019. On behalf of the FASEA Board, Chair Catherine Walter AM welcomes the appointment of Will and looks forward to the opportunity to work with him and draw on his expertise in continuing […]

13 Dec 2019

ASIC releases report on financial advice provided by superannuation funds

From ASIC - Australian Securities & Investments Commission

ASIC has released Report 639 Financial advice by superannuation funds. This report examines the ways in which superannuation funds help members obtain financial advice and the quality of personal advice obtained through the funds. In conducting the work, ASIC surveyed 25 superannuation funds about how they help members obtain financial advice (survey) and reviewed a sample […]

04 Dec 2019

FASEA releases draft Relevant Providers Degrees, Qualifications and Courses Standard 2019 Legislative Instrument

From FASEA - Financial Adviser Standards and Ethics Authority

FASEA has released draft Relevant Providers Degrees, Qualifications and Courses Standard 2019 Legislative Instrument (the 2019 determination) and Explanatory Statement for consultation. The draft 2019 determination includes all bachelor degrees, Graduate Diplomas and Bridging Courses approved by FASEA since the 2018 determination was registered. It also includes FASEA approved recognition of prior learning (RPL) for […]

03 Dec 2019

Outstanding financial planners recognised at 2019 FPA Congress

The Financial Planning Association of Australia (FPA) announced the winners of the 2019 FPA Awards, Gwen Fletcher Memorial Award, and FPEC Research Grant Award at the Future2 Celebration held during the FPA Professionals Congress in Melbourne this evening. Now in its seventh year, the FPA Awards recognise the achievements of outstanding financial planners, paraplanners, students and […]

02 Dec 2019

FPA releases Evolution of Advice discussion paper

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has released a new discussion paper titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025, and opened consultation on its proposed new policy platform. The paper considers the major issues that will affect the profession over the next five years, including the affordability of advice, […]

29 Nov 2019

Winners of the 2019 New Zealand Insurance Industry Awards announced

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is pleased to announce the winners of the 2019 New Zealand Insurance Industry Awards. More than 400 insurance professionals attended Cordis in Auckland, marking the eighth year of the industry’s night of nights. Every year, this event brings the insurance community together to celebrate […]

29 Nov 2019

FPA launches FPA Community peer-to-peer online forum

From FPA - Financial Planning Association

From the opening keynote session of the Financial Planning Association of Australia’s (FPA) Professionals Congress, the organisation has launched a new online secure community platform that will enable its members to form deeper connections with one another and share views with their professional peers. At this time of great change in the financial planning profession, […]

29 Nov 2019

‘Breaking paper’ key to improved advice experience, says FPA

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) yesterday presented the findings of research conducted by its Future of the Statement of Advice (SOA) Working Group at the 2019 FPA Professionals Congress in Melbourne. The findings showed examples of technology and services available that can help financial planners develop more meaningful client experiences during the advice process. […]

29 Nov 2019