The Financial Planning Association of Australia (FPA) is delighted to announce that American author and financial services expert Mitch Anthony has been confirmed as a keynote speaker for the 2018 FPA Professionals Congress, taking place in Sydney on the 21-23 November 2018. Recognised around the globe for his pioneering work in life-centred planning, Mitch Anthony […]
continue readingThe Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced five finalists in the 2018 AFA Excellence in Education Award (the Award), four of whom hail from Queensland. The finalists are: Felicity Cooper, Cooper Wealth Management, Director, (QLD) Caleb Dozzi, dozzi Financial Advice, Financial Adviser (TAS) Michael Fox, Main Street Financial Solutions , […]
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13
Aug
2018
The Productivity Commission’s recommendation to rename “General advice” in its report into Competition in the Australian Financial System has the full support of the SMSF Association. This recommendation, if accepted, would give consumers a clearer understanding of the type of advice they were receiving, and particularly whether it considered their personal circumstances and financial goals […]
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07
Aug
2018
FINSA has called for the fundamental purpose of superannuation to be legislated to protect the retirement interests of all working Australians. In its submission to the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (RBC), FINSIA asserts that without political support for superannuation’s primary objective ‘to provide income in retirement to […]
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03
Aug
2018
The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2018 FPA Awards, a program that recognises excellence in financial planning and the notable contributions made by members to local communities. The Awards acknowledge the achievements of outstanding planners, paraplanners, students and practices, and celebrate the individuals and […]
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31
Jul
2018
A strong focus on the fundamentals of self-managed super funds (SMSFs), from setting a fund up to alternative investment strategies, will be a dominant theme at this year’s SMSF Association Technical Day. SMSF Association Head of Education & Technical, Peter Hogan, says advisers will benefit from the expertise the five key speakers will bring to […]
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31
Jul
2018
The Financial Planning Association of Australia (FPA) is excited to announce that inspirational American philanthropist and change-maker Alex Sheen has been confirmed as the first of the keynote speakers for the 2018 FPA Professionals Congress, taking place in Sydney on the 21- 23 November. This is Mr Sheen’s first visit to Australia Founder of the […]
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30
Jul
2018
The Financial Planning Association of Australia (FPA) congratulates the Financial Adviser Standards and Ethics Authority (FASEA) for releasing the remaining consultation papers which finally provide financial planners with a sense of direction as to what the minimum standards will be. Commenting on the newly released consultation papers, Dante De Gori CFP®, CEO of the FPA […]
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27
Jul
2018
The Alliance for a Fairer Retirement System and the Council of Small Business Organisations Australia (COSBOA) are working together to highlight concerns about the Labor Party’s proposal to disallow refunds of excess franking credits. These franking credits are better described as company paid tax credits because, in all cases, tax has been paid already on […]
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26
Jul
2018
FINSIA, the Financial Services Institute of Australasia, responds to the Royal Commission and sets out the fundamental steps required for an effective self-regulation model/framework to ensure a commitment to professionalism in the financial services industry. FINSIA’s submission sets out three key recommendations to assist in achieving this: Establish professional standards of conduct and competence for […]
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25
Jul
2018
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