FPA CEO Dante De Gori CFP®, and FPA Head of Policy, Strategy and Innovation Ben Marshan CFP®, appeared before the House Economic Committee yesterday, to provide an update on current issues impacting financial planning, including the cost of advice, increasing gender diversity and further scope for innovation in the profession. Responding to questions regarding the 340... Read more continue reading
02
Aug
2021
The Association of Financial Advisers (AFA) National President, Michael Nowak, Vice President, Sam Perera and Acting CEO, Phil Anderson appeared before the Parliamentary Standing Committee on Economics (the Committee) earlier today. AFA National President, Michael Nowak said, “The AFA is pursuing a deliberate strategy to ensure that this important Committee was left with no illusion... Read more continue reading
30
Jul
2021
The SMSF Association is urging the Federal Government and the Federal Treasury to review the non-arm’s length expenditure (NALE) rules following an ATO ruling handed down yesterday. Peter Burgess, Association Deputy CEO/Director of Policy & Education, addressing the organisation’s Technical Summit today, says the ATO ruling is the outcome of changes made to the non-arm’s length... Read more continue reading
29
Jul
2021
The AFA is disturbed to see a further substantial increase in the ASIC Funding levy for financial advisers for the 2020/21 year. The cost per adviser has increased by 29% to $3,138 in the last year and more than trebled over the last three years. AFA Acting CEO and General Manager, Policy and Professionalism, Phil Anderson,... Read more continue reading
28
Jul
2021
Financial Planning Association of Australia (FPA) CEO, Dante De Gori CFP® has advised the Board of his intention to step down at the end of 2021, after nearly six years in the role and almost 12 years with the FPA. FPA Chair, Marisa Broome CFP®, said that during a period of tremendous change, Mr De... Read more continue reading
27
Jul
2021
After a thorough and rigorous recruitment process, the Association of Financial Advisers (AFA) has announced the appointment of Helen Morgan-Banda as AFA CEO, effective 2 August 2021. Ms Morgan-Banda brings to the role almost a decade of experience as CEO of two major professional membership bodies. Most recently she was CEO of the 15,000 member-strong... Read more continue reading
27
Jul
2021
The latest ASIC estimated industry funding levy for financial planners reinforces the FPA’s position that the current formula for the levy is not equitable or sustainable, and must be reviewed immediately before more financial planning practices are forced to close. The ASIC industry levy for financial planners has gone up over 340 per cent in... Read more continue reading
27
Jul
2021
The SMSF Association has recently appointed two new Board members. They are Professor Deborah Ralston, a former Chair of the Association who stepped down in September 2019 on being appointed by Treasurer Josh Frydenberg to the three-member Retirement Income Review panel, and Bryan Ashenden, Head of Financial Literacy & Advocacy at BT, Westpac’s wealth management... Read more continue reading
22
Jul
2021
The SMSF Association’s annual Technical Summit is always replete with topical issues presented by industry experts – and this year’s virtual event is no different. Association CEO John Maroney says SMSF specialists will have no shortage of quality material to digest at the Technical Summit being held on 28 July, with three sessions of particular... Read more continue reading
16
Jul
2021
The Association of Financial Advisers (AFA) is pleased to announce that its 2021 national conference – the AFA EVOLVE Conference (the Conference) – will be held from 21-22 September 2021. The Conference, which will also celebrate the AFA’s 75th anniversary, will be a hybrid event streamed live from a Sydney studio and celebrated in capital cities across the country... Read more continue reading
16
Jul
2021
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