The five-year evolution: what’s the next frontier for SMSFs?

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The adoption of new technology and more education will be critical for the future of SMSF sector, according to an industry expert panel held as part of SMSF Week. The... Read more continue reading

FASEA consultation crucial to advice industry  

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The release of the updated guidance on financial advice education and ethical standards from the Financial Adviser Standards and Ethics Authority (FASEA) shows “work remains to be done” to ensure... Read more continue reading

FASEA releases relevant providers degrees, qualifications and courses standard legislative instrument

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FASEA has released the legislative instrument for its Relevant Providers Degrees, Qualifications and Courses Standard for consultation. The legislative instrument was informed from consultation received through approximately 150 formal submissions... Read more continue reading

FPA responds after FASEA releases Summary of Standards

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The Financial Adviser Standards and Ethics Authority (FASEA) issued a Summary of Standards for the professional standards framework for financial advisers at 7:30pm on Friday 16 November 2018, as well... Read more continue reading

FASEA releases Standards Blueprint

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The Financial Adviser Standards and Ethics Authority (FASEA) has released details of its revised standards framework for financial advisers following stakeholder consultation. Approximately 800 submissions were received during the consultation... Read more continue reading

SMSFs facing triple risk to retirement savings: New research reveals opportunity to mitigate

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More than one million Australians with SMSFs are potentially facing three key challenges to their retirement savings because they potentially do not have the right assistance, according to the SMSF... Read more continue reading

AFA and Beddoes Institute announce winners of 2018 Consumer Choice Awards

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OnePath is the overall winner of The Association of Financial Advisers (AFA) and the Beddoes Institute 2018 Consumer Choice Award. ClearView was runner-up for the overall Consumer Choice Award. WInners of... Read more continue reading

FASEA CEO Stephen Glenfield to make first public address at FPA Congress in Sydney

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The Financial Planning Association of Australia (FPA) is delighted to confirm Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), is addressing delegates at the FPA Professionals... Read more continue reading

FPA Conduct Review Commission imposes $50,000+ in fines on Sam Henderson

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The Financial Planning Association of Australia’s (FPA) independent disciplinary body, the Conduct Review Commission (CRC), has imposed $50,000 in fines plus costs on Sam Henderson for the nine proven breaches... Read more continue reading

Labor’s franking credits policy ‘flawed, inequitable’

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The Labor Party’s proposal to abolish refundable franking credits is “flawed, inequitable and fails to meet the policy intent of improving the integrity of dividend imputation for all taxpayers”. The... Read more continue reading