AFA Excellence in Education award nominations open for 2018

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Nominations have opened for the Association of Financial Advisers (AFA) Excellence in Education Award (the Award), presented in conjunction with partner Asteron Life. The Award recognises advisers who are demonstrating a commitment to education to better serve their clients and the industry. Philip Kewin, AFA CEO, said in a time of intense change the Award […]

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SMSF Expo to focus on investment issues 

SMSF trustees are seizing the opportunity to hear from industry and investment specialists at the inaugural three-day SMSF Expo being held at the Melbourne Convention and Exhibition Centre from April 27-29. The event, which will be addressed by the Federal Minister for Revenue and Financial Services, Kelly O’Dwyer, will cover a range of issues of […]

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FPA confirms majority of its members are degree qualified

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With over 3,200 members responding so far, results from the Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements show the high level of financial planner interest in this topic, and indicate the majority FPA members are degree qualified. The results give an early indication […]

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Sharon Taylor appointed as new Chair of FPEC

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The Financial Planning Association of Australia (FPA) has announced the appointment of Sharon Taylor as Chair of the Financial Planning Education Council (FPEC), effective yesterday. Ms Taylor, Associate Professor at Western Sydney University and previously Deputy Chair of FPEC, will replace Dr Mark Brimble, who stepped down from chairing FPEC on 14 February following the […]

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700 FPA members respond to FASEA questionnaire in 24 hours

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The Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements has galvanised members into action with over 1,700 responses in the first 24 hours. The FPA had been concerned that the FASEA proposals were over-engineered and would result in less access to advice for consumers […]

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AFA Inspire Roadshow kicks off across Australia

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The Association of Financial Advisers Inspire (AFA Inspire) Roadshow will travel Australia in May with the support of TAL, bringing inspiration, insights and professional development to female advisers with the dual aim of forging more pathways for women to succeed in the  our profession and ultimately, for more women to access great advice. The Roadshow, […]

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ATO advice bulletin ‘helpful tool’ for trustees, advisers

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The Australian Tax Office (ATO) has set up a new public advice and guidance product for self-managed super fund (SMSF) trustees and their advisers in an initiative that has been welcomed by the SMSF Association. Called the SMSF Regulator’s Bulletin (SMSFRB), it will provide targeted and timely updates about new, or emerging, superannuation regulatory and […]

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AGBA launches technology strategy to improve Goals Based Advice

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AGBA invites goals-based advisers to participate in building better software as the industry strives to build better results for consumers and advice businesses that are affected by the legislation changes coming with regards to Limited Managed Discretionary Accounts. “The industry talk around today’s goals-based systems is that most only solve part of the problem. Many […]

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FPA gathers member feedback on FASEA’s new guidance on proposed education standards and Code of Ethics

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The Financial Adviser Standards and Ethics Authority (FASEA) provided new guidance on its proposed education standard and Code of Ethics for financial planners on Tuesday 20 March. FASEA has now started the consultation period, and the Financial Planning Association of Australia (FPA) yesterday sent its 13,700 members and affiliates an online questionnaire to gather feedback […]

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Labor’s franking credit policy still falling short

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The Labor Party’s policy shift to exempt people receiving the Age Pension from its changes to refundable franking credits is a step in the right direction – but still leaves more than one million Australians unfairly disadvantaged by its proposal, including many SMSF members. SMSF Association CEO John Maroney says while age pensioners currently benefiting […]

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