Quality of Advice Review comes under the microscope at Tech Summit

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Allens partner and superannuation law expert Michelle Levy, who is heading the Quality of Advice Review with Treasury, will join a panel dissecting Quality of Advice at the SMSF Association Technical... Read more continue reading

Natalie Cameron named Lead Ombudsman, Banking and Finance

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The Australian Financial Complaints Authority (AFCA) has announced the appointment of Natalie Cameron as its new Lead Ombudsman for Banking and Finance. Natalie was appointed after an extensive executive recruitment... Read more continue reading

FPA releases new video Statement of Advice toolkit for members

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The Financial Planning Association of Australia (FPA) has released a new video toolkit to guide members in creating a video Statement of Advice (SOA) that efficiently services clients while also... Read more continue reading

The Authorised Representatives Association to merge with The Advisers Association

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Members of the Authorised Representatives Association (ARA), which represents around 90 Charter Financial Planning advice businesses and approximately 250 advisers, have voted to close the 40-year-old association and join The... Read more continue reading

ASIC encourages submissions to the International Sustainability Standards Board consultation on global baseline climate and sustainability disclosures

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ASIC welcomes the significant progress toward establishing global sustainability reporting standards made by the International Sustainability Standards Board (ISSB). The ISSB has published two draft standards (Exposure Drafts) for consultation... Read more continue reading

ASIC warns super trustees to be transparent in their underperformance communications to members

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ASIC has released the findings from its review of superannuation trustees’ communications with their members following the first annual performance test for MySuper products. The test measures the performance of... Read more continue reading

FPA announces winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Brigitta Hembrow-Gersey of Elston Private Wealth as the winner of the Gwen Fletcher Memorial Award for the first semester of 2022. Named... Read more continue reading

Associations united in response to quality of advice review

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The Joint Associations Working Group (JAWG) has collaborated to lodge a submission to Treasury’s Quality of Advice Review calling for a more consumer-focused regulatory approach, reduced costs, and greater recognition... Read more continue reading

FPA makes submission to Quality of Advice Review

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In its response to the Quality of Advice Review Issues Paper, the Financial Planning Association of Australia (FPA) has called for industry and government to urgently come together and immediately... Read more continue reading

Specialist training critical to ensure health of SMSF sector

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The SMSF Association is urging the Quality of Advice Review to “set in stone” the need for specialist training for those advising the more than 1.1 million Australians who are... Read more continue reading