Leading recognition award for female advisers is open for nominations

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The Association of Financial Advisers (AFA), in conjunction with TAL Life Insurance, is calling for nominations for the 2013 AFA Female Excellence in Advice (FEIA) Award. With nominations closing 31... Read more continue reading

FPA signals shift in professional code obligation: let substance be your guide

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The Financial Planning Association (FPA) today backed industry calls to uphold the basic requirement that financial planners belong to a recognised professional association as part of the broader industry’s duty... Read more continue reading

ASIC announces surveillance on analyst briefings

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ASIC has announced that this reporting season it will be focusing on communications between companies and the investment analysts that cover their stock. ‘ASIC’s priority is to ensure fair and... Read more continue reading

ASIC releases follow-up term deposit report

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ASIC last week released a report that highlights improved industry practice and better outcomes for investors in relation to the automatic rollover of term deposits. The report reveals that consumer... Read more continue reading

FPA welcomes registrations to Your Congress

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The FPA today announced that Erin Brockovich will be the final addition to the impressive line-up of speakers presenting to delegates of the Financial Planning Association’s (FPA) inaugural National Congress... Read more continue reading

Video: Eyes on super – the measurement of super

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The first of many issues under SMSF Professionals’ Association of Australia (SPAA’s) magnifying glass as part of the Eyes on Super campaign is the measurement of superannuation tax concessions. According to SPAA, the current... Read more continue reading

AFA Welcomes Certainty on Conflicted Remuneration, Grandfathering and TASA

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The Association of Financial Advisers (AFA) has welcomed the release of the finalised Grandfathering regulation and the passing of the Tax Agent Services Act (TASA) amendments in the Senate. Brad... Read more continue reading

BT to refund customers after review of fees disclosed and charged

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BT Financial Group (BT) will refund customers after it discovered that some of its Wrap and SuperWrap customers have been paying adviser fees in excess of disclosed percentage ranges. In... Read more continue reading

FPA members in shape for FoFA

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Feedback from FPA members shows satisfaction with FoFA campaign With the Future of the Financial Advice (FoFA) reforms kicking off today, the Financial Planning Association (FPA) members have been at... Read more continue reading

Amendments to the Excess Contributions Tax get thumbs up from SPAA

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The SMSF Professionals’ Association of Association has welcomed the passage in the Senate of the Government’s amendments to the Excess Contributions Tax regime to allow refunding of excess concessional contributions.... Read more continue reading