ANZIIF is calling on members, regulators and other key stakeholders across the insurance industry to provide feedback on the draft loss adjusting qualification (FNS51420 Diploma of Loss Adjusting) and related units, as well as underwriting specific units. The revised loss adjusting qualification will ensure learners have a clear, streamlined pathway to becoming a chartered loss […]
continue readingThe Financial Planning Association of Australia (FPA) has named Mr Allen Ozdil of Pitcher Partners in Melbourne, Victoria, as the Semester 1, 2020 winner of the Gwen Fletcher Memorial Award. With only two and a half years under his belt as a financial planner, Allen Ozdil has taken out the prestigious Gwen Fletcher Memorial Award […]
continue reading
03
Jul
2020
The Advisers Association (TAA) is pleased to announce the appointment of Jennifer Mogg to the TAA Board. TAA CEO, Neil Macdonald said, “Jennifer’s strong operations background and her first-hand knowledge and skills in financial planning business management are a welcome addition to the Board.” Ms Mogg is the Operations Manager, Company Secretary and a director […]
continue reading
02
Jul
2020
A new survey reveals that just one in four Australian retail investors (24%) trust the financial services industry, down from 31% in 2018, and compared to 47% globally, raising the importance of strengthening enforcement of the best interest duty, according to CFA Societies Australia. The new data is based on a survey by the CFA […]
continue reading
01
Jul
2020
The Australian Taxation Office is aware that residential rental property owners may be concerned about how COVID-19, floods, or bushfires have reduced their income. This may be a result of tenants paying less or entering deferred payments plans, or travel restrictions which have affected demand for short-term rental properties. New legislation also affects the tax […]
continue reading
29
Jun
2020
The Financial Planning Association of Australia (FPA) is pleased to announce the 2020 FPA Virtual Congress masterclass series, which will go live on 9 July. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. It has been designed to follow the program offered at Congress, but […]
continue reading
25
Jun
2020
The ATO’s 2017-18 Statistical Overview of SMSFs shows the median “operating expense” of SMSFs is $3,923 a year, a more appropriate indication of their basic operating cost compared with the $13,900 total average expense figure highlighted in a recent SMSF Fact Sheet. SMSF Association CEO John Maroney says: “We welcome this latest data from the ATO on […]
continue reading
23
Jun
2020
Earn CPD Points
CPD: Surviving the dividend droughtIntroduction The Australian market declined sharply from the 20 February ...
CPD: Ethics and investmentsMost clients cannot meet their financial objectives without the design ...
CPD: Factor investing - an introductionIntroduction Any list of the hottest topics in investment management ...
CPD: Economic freeze sends US oil price sub-zeroWhile reviewing the overnight market on the 21st of April ...
CPD: Fed to go negative? Any idea can seem ‘crazy’ until it becomes factThe market is becoming focused on whether the Federal Reserve ...
0 comments