SMSFs exemption from retirement income strategy legislation gets thumbs up

From

The SMSF Association has thrown its in principle support behind the Government’s decision to remove SMSFs from the legislative requirement for trustees to develop a retirement income strategy for fund... Read more continue reading

Major education partnerships announced to enhance SMSF Professionalism

From

The SMSF Association has announced two new major education pathways for its coveted SMSF Specialist Advisor designation (SSATM). The SMSF Association has entered into new partnership agreements with Kaplan Professional... Read more continue reading

FPA statement in response to Treasury’s announcement of further updates to DDO

From

The FPA welcomes the Treasury’s announcement of further updates to the DDO regime by removing the requirement for financial planners to report nil complaints or nil information to product manufacturers.... Read more continue reading

AFA announces speaker program for EVOLVE Conference 21-22 September 2021

From

In what will be his first address to the financial advice community since his appointment in June 2021, ASIC Chair, Joseph Longo, will appear on the opening day of the... Read more continue reading

Australian Mark Lazberger becomes Chair of CFA Institute Board of Governors

From

CFA Institute, the global association of investment professionals, announces that Mark Lazberger, CFA, now serves as Chair of the Board of Governors, and Tricia Rothschild, CFA, holds the role of... Read more continue reading

Marsh Risk Leader Scott Leney joins ANZIIF Board

From

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce that Scott Leney, Head of Risk Management, Asia & Pacific, Marsh and Country Corporate Officer... Read more continue reading

ASIC Levy temporary respite underscores need for collaboration

From

The Advisers Association (TAA) welcomes the announcement by Federal Treasurer Josh Frydenberg this week, that the Government will temporarily reset the ASIC Adviser Levy (the Levy) back to the 2018/19 financial year level... Read more continue reading

ASIC levy relief for advisers gets thumbs up

From

The SMSF Association welcomes the Federal Government’s decision to provide temporary and targeted relief on ASIC levies for financial advisers. The decision means the ASIC levies charged for personal advice to... Read more continue reading

FPA welcomes the Government’s decision to review the ASIC industry funding model

From

The Financial Planning Association of Australia (FPA) welcomes the announcement from the Morrison Government on its decision to implement a temporary reduction in cost recovery levies for the next two... Read more continue reading

AFA advocacy helps win advisers major relief on ASIC Funding Levy

From

The Association of Financial Advisers (AFA)’s advocacy on behalf of its members has helped win a major concession from the Government, with the proposed trebling of the ASIC Funding Levy... Read more continue reading