The Financial Planning Association of Australia (FPA) welcomes a number of necessary changes to superannuation and aged care outlined tonight in the 2021 Federal Budget. “The FPA supports a commitment by the Government to reduce the number of regulators in financial advice by confirming the wind down of FASEA by 31 December 2021, and putting... Read more continue reading
13
May
2021
The SMSF Association has applauded measures in this year’s Federal Budget that aim to reduce complexity and make it easier for older Australians to top up their superannuation. Commenting on the Federal Budget that was handed down this evening by Treasurer Josh Frydenberg, SMSF Association CEO, John Maroney, says after a few quiet budgets for... Read more continue reading
13
May
2021
The Federal Government’s 2021-22 Budget, delivered tonight by Treasurer Josh Frydenberg, has outlined a raft of policy measures to guide Australia’s economic recovery after the COVID-19 lockdown, the Actuaries Institute said. The Budget states Australia’s recovery has been swifter than the Government expected at the time of the last Budget, but reducing unemployment remains a... Read more continue reading
13
May
2021
The Association of Financial Advisers (AFA) is pleased to announce the appointment of Candice Spence to the role of General Manager, Marketing and Cameron Burne to the role of General Manager, Partnerships, with both joining the AFA senior leadership team. Candice has more than 25 years’ experience as a marketing and communications executive in the... Read more continue reading
11
May
2021
The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the return of the Australian Insurance Industry Awards for 2021. The awards will be held at The Star Event Centre in Sydney on 26 October. “2021 marks the 17th year of the awards, which are an annual celebration acknowledging the accomplishments of... Read more continue reading
07
May
2021
The FPA is disappointed ASIC has decided not to make any recommendations to the Government to address the harm caused by consumers misunderstanding the term ‘general advice’. While renaming ‘general advice’ is not a silver bullet, it is the first step to make lasting change. At an appropriate point after renaming ‘general advice’, the Government... Read more continue reading
06
May
2021
Prominent actuaries and superannuation experts have tackled the decades-old issue of women retiring with less money than men, pinpointing three areas for reform including a government-funded carer’s credit. Mercer’s David Knox, and Michael Rice and Richard Dunn from Rice Warner, said the gender super gap begins at the very start of a woman’s working life,... Read more continue reading
03
May
2021
The SMSF Association Technical Summit will be a face-to-face event as COVID-19 restrictions ease. The premium event will include a highly interactive workshop discussion and problem-solving Summit on 21-22 July on the Gold Coast that will allow SMSF specialists to network in person for the first time since the February 2020 National Conference. SMSF Association... Read more continue reading
30
Apr
2021
Property Funds Association (PFA), the peak body representing Australia’s unlisted property funds industry, has appointed Andrew Cannane, Executive Director of Intertrust Australia, as President of its Executive Committee. Mr Cannane has served on the PFA Executive Committee for 12 years, and replaces Steven Bennett, CEO Direct Property at Charter Hall, who has finished his two-year... Read more continue reading
30
Apr
2021
The FPA has released a new guidance on file notes to better help its members manage record keeping, in response to consumer complaints that highlighted gaps in records. The new guidance provides innovative ways for financial planners to create file notes, including a number of apps that can capture client communications using video or audio... Read more continue reading
27
Apr
2021
Earn CPD Points
CPD: Client engagement in the new world - Adviser toolkitClient engagement – it’s time for new tools Financial advisers [...]
CPD: What is Outsourced CIO?Outsourced CIO stands for outsourced chief investment officer, or, more [...]
CPD: Financial consumer protection - part 2 - the art of the conversation (having, recording, storing, using, protecting)If the essence of the financial adviser/client relationship is trusted [...]
CPD: Six reasons to not worry about inflationIt’s that time in the cycle again. US bond markets [...]
CPD: The benefit to investors of buying real assets through fractional investmentCovid highlights the retiree dilemma If you are looking for [...]
0 comments