NZ responsible investing reaches NZ$188 billion (72% of AUM vs 44% in Australia)

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Responsible investing has emerged as a fundamental practice for New Zealand’s funds managers, and now accounts for more than 70 percent of total assets under management (AUM), according to the latest Benchmark Report issued by the Responsible Investment Association of Australasia (RIAA). The fifth annual NZ RIAA Benchmark Report, released today by RIAA Chief Executive […]

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Finalists announced for 2019 Australian Insurance Industry Awards

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) are pleased to announce the finalists of the 2019 Australian Insurance Industry Awards. Now in its sixteenth year, the Australian Insurance Industry’s ‘night of nights’ recognises and celebrates the accomplishment of individuals and companies spanning across the breadth of Australian insurance. ‘The Australian Insurance […]

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Vic stamp duty changes to hurt unlisted property funds and investors

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Property Funds Association (PFA), the peak industry body for the $125 billion Australian unlisted wholesale and retail property funds sector, has voiced concern against Victoria’s new stamp duty laws which it says will create higher operating costs for unlisted property funds. Changes to The State Taxation Acts Amendment Act 2019 received royal assent on 18 […]

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What the election result means for SMSFs on the Technical Day menu

Advisers attending this year’s round of Technical Day events in the five mainland capital cities will get an important update on what the result of the last federal election means for self-managed super funds (SMSFs). SMSF Association CEO, John Maroney, says Jenneke Mills, Manager, MLC Technical Services, one of the five key speakers at each […]

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FASEA approves AFA Professional Designations

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AFA CEO, Philip Kewin, said, “This is great news for the many members who have completed the Kaplan version of both the FChFP and ChLP, as it allows them to move forward and plan the further study that they need to complete in order to meet the FASEA education standard.” The FChFP and ChLP designations are […]

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FASEA approves education credits for AFA and SMSFA coursework

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The Standards Authority has confirmed the recognition of coursework from the Association of Financial Advisers (AFA) and Self-Managed Super Fund Association (SMSFA) as part of its education standards for financial advisers. Advisers who have completed, AFA’s Fellow Chartered Financial Practitioner (FChFP) and Chartered Life Practitioner (ChLP) in or after 2013, have been awarded two credits […]

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FASEA releases online Education feedback services

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The Corporations Act 2001 requires all advisers to complete a bachelor or higher degree, or equivalent qualification, approved by FASEA. FASEA has previously issued its education pathways policy detailing the various education pathways for advisers to satisfy the education requirements. FASEA has released an online tool to give new entrants and existing advisers within Australia […]

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Specialist adviser Scott Hay-Bartlem appointed to SMSF Association Board

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The SMSF Association has appointed Brisbane law firm Cooper Grace Ward Partner and SMSF Specialist Adviser Scott Hay-Bartlem to its Board from 1 July. Hay-Bartlem, a chartered tax adviser and member of the Society of Trust and Estate practitioners who specialises in issues such as tax and superannuation and estate planning, is the third Specialist […]

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FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) is delighted to announce Ms Raquel Netto AFP® of The Wealth Mentoring Group in Hampton, Victoria, as the Semester 1 2019 winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the first semester […]

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Former Foreign Minister, The Hon. Julie Bishop and Thai Caves rescuer Dr Richard Harris, SC OAM to headline 2019 AFA Conference

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The Association of Financial Advisers (AFA) is pleased to announce that Australia’s former Foreign Minister, the Hon. Julie Bishop, is the opening speaker for the 2019 AFA Conference in Adelaide in August and Thai caves rescuer and joint 2019 Australian of the Year, Dr Richard ‘Harry’ Harris, SC OAM, is the closing speaker. AFA CEO, […]

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