More clarity needed about advisers’ prior learning

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The SMSF Association is urging the Financial Adviser Standards and Ethics Authority (FASEA) to provide more guidance and certainty about how recognised prior learning for existing financial advisers will be... Read more continue reading

FPA gathers member feedback on FASEA’s proposed Financial Adviser Examination

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The Financial Adviser Standards and Ethics Authority (FASEA) has invited stakeholders to provide feedback on its proposed guidance on the Financial Adviser Examination. The Financial Planning Association of Australia (FPA)... Read more continue reading

ASIC accepts court enforceable undertaking from CBA

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Commonwealth Bank of Australia (CBA) has entered into a court enforceable undertaking with ASIC in relation to their bank bill trading business and their participation in the setting of the... Read more continue reading

Liam Shorte brings practical knowledge to SMSF Association board

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The SMSF Association has appointed Liam Shorte, an SMSF Specialist Advisor™ and Financial Planner with his firm Verante Financial Planning, to its Board. Shorte, who has chaired the Association’s NSW... Read more continue reading

Next steps in SMSF audit policy proposal crucial

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Federal Treasury’s decision to release a discussion paper on the proposed three-yearly audit cycle for some self-managed superannuation funds (SMSFs) has been welcomed by the SMSF Association. The proposal to... Read more continue reading

FPA calls for financial advice education to be recognised by FASEA

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The Financial Planning Association of Australia (FPA) submitted recommendations to the Financial Adviser Standards and Ethics Authority (FASEA) on Friday 29 June in response to its consultation paper on the... Read more continue reading

ASIC consults on credit card responsible lending assessments

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ASIC has issued a consultation paper (CP 303) which proposes responsible lending assessments for credit cards be based on whether the consumer can afford to repay the credit limit within... Read more continue reading

The Alliance for a Fairer Retirement System highlights the impact on small business owners of the ALP’s proposal to disallow franking credit refunds and welcomes three new national associations as members

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The recently formed Alliance for a Fairer Retirement System highlights the risks facing thousands of small business owners from Labor’s proposal to disallow cash franking credit refunds. Earlier this week,... Read more continue reading

FPA responds to ASIC SMSF Report

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The Financial Planning Association of Australia (FPA) acknowledges the findings of ASIC’s report into self-managed superannuation fund (SMSF) member experiences and supports the practical tips it provides to financial planners... Read more continue reading

14 SMSFA members are listed in Barron’s Top 50 financial advisors for 2018

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The Self-Managed Superannuation Fund Association is pleased to note the presence of 14 of its members on the list of Barron’s Top 50 financial advisors for 2018; noting that good... Read more continue reading