Damien Mu elected to FSC board

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Damien Mu, CEO of AIA Australia has been elected to the board of the Financial Services Council. “With more than 17 years’ experience in the Australian financial services industry, spanning... Read more continue reading

Trustees’ duties are often misunderstood, says SPAA

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The wide-ranging responsibilities of SMSF trustees to all fund members are often misunderstood and unappreciated by their critics, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF Professionals’... Read more continue reading

Band-aid solution: FPA replies to call for Board to oversee advice industry

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The Financial Planning Association of Australia (FPA) yesterday rejected the Financial Services Council’s (FSC) call for a new statutory advice board to oversee the Australian financial advice industry, labelling it... Read more continue reading

SPAA urges overhaul of education and training requirements

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The SMSF Professionals’ Association of Australia (SPAA) has told a parliamentary inquiry that the education and training requirements for the financial advisory industry need to be radically overhauled. In 21-page... Read more continue reading

ASIC update on financial advice stakeholder engagement

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ASIC yesterday reported on the results of two financial advice industry engagement projects conducted during the 2013–14 financial year. This work included meetings with representatives of 95 Australian financial services (AFS)... Read more continue reading

AFA Adviser of the Year and Practice of the Year grand finalists announced

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The Association of Financial Advisers (AFA) and Zurich have named the Grand Finalists in the prestigious 2014 AFA Adviser of the Year Award and in its newest award – AFA... Read more continue reading

AFA announces six rising star finalists

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The Association of Financial Advisers (AFA) has announced the six finalists in the tenth AFA Rising Star of the Year Award (the Award), supported by ANZ Wealth. The Award recognises... Read more continue reading

Finalists announced for AFA Female Excellence in Advice Award

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The Association of Financial Advisers (AFA) and TAL have yesterday announced the finalists in the 2014 AFA Female Excellence in Advice Award (the Award). The Award, which is offered annually, recognises... Read more continue reading

Investment focus at AFA National Conference – AFA partners with PortfolioConstruction Forum

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The Association of Financial Advisers (AFA) has partnered with PortfolioConstruction Forum to offer practitioner-focused investment content at the 2014 AFA National Adviser Conference to be held in Cairns, 12-14 October.... Read more continue reading

Sharing the secrets of successful savers

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An online poll conducted by ASIC’s MoneySmart has revealed the top five techniques used by successful savers.[1] Of those who are confident of achieving their savings goals: 78% say they... Read more continue reading