SMSF Association members rate highly on inaugural advisor list

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SMSF Association advisors filled more than 20 per cent of the positions in the inaugural Top 50 Financial Advisors in Australia list. SMSF Association CEO John Maroney says the list reveals there are 11 advisors drawn from the Association’s ranks of which nine are a SMSF Specialist Advisor (SSA™). Five of the members are from […]

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ANZIIF and FERMA announce partnership and designation for risk managers

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and the Federation of European Risk Management Associations (FERMA) have signed a new partnership agreement to provide risk professionals across Europe with a professional designation and ongoing professional education. Following the partnership between ANZIIF and PARIMA (Pan-Asia Risk and Insurance Management Association) in late […]

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Government’s super reforms get thumbs up from SMSF Association

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The SMSF Association supports the Government’s superannuation reform package, saying it will improve the transparency and accountability of superannuation for the default retirement savings sector. SMSF Association CEO John Maroney says: “Increasing transparency and accountability should lead to improved retirement savings outcomes for fund members, providing a better quality of life in retirement for Australians. […]

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Technical Day shines a light on superannuation changes

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The SMSF Association’s 2017 Technical Day sessions are throwing some much-needed light on the superannuation changes that became law in late 2016 and took effect on 1 July this year. SMSF specialist Julie Taylor, who is the founder-owner of SMSF administration business, Keep It Simple Super, says the impact of the new regulations is just […]

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Adviser education framework re-imagined and re-engineered

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The adviser education framework will be completely re-engineered under a collaborative approach being taken by the Association of Financial Advisers (AFA). Campus AFA General Manager, Nick Hakes said to create a new standard for adviser education, the AFA has engaged the Beddoes Institute to undertake landmark research. This work is being supported by partners Asteron […]

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Extending the ESG Spotlight to Hedge Funds

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Renewed interest in alternative investment exposures, growth in new launches and ever closer alignment of interests with investors have pushed hedge fund assets to more than $3 trillion global highs with plenty of green shoots, according to AIMA Australia General Manager Michael Gallagher. “This improved outlook, around the globe and in Australia, has helped the […]

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ANZIIF’s Tier 2 general advice compliance unit removes need for observational assessment

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has carried out a complete refresh of the RG 146 Tier 2 General insurance compliance — general advice unit, removing the human observation assessment requirement. With several large general insurers already signing up staff to take part in the refreshed compliance unit, the new […]

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Roadshow poll indicates strong member support for FPA’s education standards proposals

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The 2017 Financial Planning Association of Australia (FPA) National Roadshow has completed its 33-leg journey around Australia, with six final events taking place last week. Financial planning professionals came together to listen to timely updates on policy and legislation from the FPA, as well as insights on identifying investment opportunities in global markets from Roadshow […]

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Goals based financial advice association to hold inaugural conference

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Financial adviser industry body The Association of Goals Based Advice (AGBA) has announced its inaugural conference ‘Bringing it all Together’ and the launch of new industry awards to recognise best practice amongst advisers practicing a ‘goals based’ approach. AGBA was established in 2014 as a non-profit financial adviser-led association to represent advisers who were focused […]

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Call out to FPA members: 2017 FPA Awards entries open

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The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2017 FPA Awards, a program that shines a light on the talent and passion within the financial planning profession. Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering […]

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