Bold plan to reshape Australia’s financial system

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Australia’s financial services sector has come together in an unprecedented coalition to promote a transformation of the country’s financial system to prioritise prosperity for all, meet 21st century sustainability challenges,... Read more continue reading

FPA responds to the Government’s release of the Retirement Income Review

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The FPA welcomes the Government’s release of the Retirement Income Review, which recognises the importance of financial advice to Australians planning for their retirement. The Review found that while Australia’s... Read more continue reading

Retirement Income Review throws welcome light on superannuation

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The SMSF Association welcomes the Retirement Income Review – a significant report that will provide policy evidence for the superannuation industry for many years to come. Association CEO John Maroney... Read more continue reading

ASIC Paper on affordable advice ‘a welcomed initiative’

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The SMSF Association welcomes the release of ASIC’s Consultation Paper, “Promoting access to affordable advice for consumers”, believing it to be an important step forward in addressing the vexed issue... Read more continue reading

Majority of financial planners believe practices with outdated technology will not survive: report

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The COVID-19 pandemic has increased demand for financial advice, but financial planning professionals are warning that the role of technology could make or break financial planning practices across Australia. CoreData... Read more continue reading

FPA launches Aged Care Specialist designation for financial planning professionals

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The Financial Planning Association of Australia (FPA) has announced the launch of the FPA Aged Care Specialist professional designation in collaboration with Aged Care Steps’ Accredited Aged Care Professional™ program.... Read more continue reading

FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Jacob McCudden of Back To Back Financial Planners in Young NSW as the Semester 2, 2020 winner of the Gwen Fletcher... Read more continue reading

Ground-breaking Rice Warner report to launch SMSF Week

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The SMSF Association’s SMSF Week, to be held virtually from 23-27 November, will launch a ground-breaking report by the actuarial firm Rice Warner about the costs of running an SMSF.... Read more continue reading

Six-member SMSFs a step closer  

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The passing of the legislation to give effect to the increase in the maximum number of SMSF members from four to six is a step closer following the Senate Economics... Read more continue reading

Does FASEA Code of Ethics signal defeat on accessibility of personal financial advice?

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While the draft FASEA Code of Ethics (the Code) is another step forward in the professionalisation of financial advice, The Advisers Association (TAA) believes the scope is too narrow, too... Read more continue reading