SSE & BT Social Entrepreneur Incubator heats-up

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Introducing 23 social change-makers SSE Australia & BT kicked off their first joint incubator program to transform Australia’s next group of change-making social enterprises. The program, also supported by the... Read more continue reading

Exit Planning Institute Awards names Craig West 2014 Exit Planner of the Year

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Succession Plus CEO Craig West was honoured as the recipient of the Peter Christman Exit Planner of the Year award by the Exit Planning Institute (EPI), at the organisation’s 2014... Read more continue reading

AFA Adviser of the Year and AFA Practice of the Year announced

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The Association of Financial Advisers (AFA) and Zurich have named the winners of Australia’s most prestigious advice accolades, the 2014 AFA Adviser of the Year Award and the new AFA... Read more continue reading

SMSF trustees to take centre stage at SPAA’s 2015 National Conference

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Understanding the self-managed super fund lifecycle and knowing how to use that knowledge to benefit clients is the theme of the 2015 SMSF Professionals’ Association of Australia (SPAA) National Conference... Read more continue reading

FPA announces new Chair for Conduct Review Commission

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The Financial Planning Association of Australia (FPA) yesterday announced the appointment of Dr June Smith as Chair of its Conduct Review Commission (CRC). In this role, Dr Smith is responsible for... Read more continue reading

Kate McCallum wins AFA Female Excellence in Advice Award

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The Association of Financial Advisers (AFA) and TAL have announced Kate McCallum of Multiforte Financial Services as the winner of the 2014 AFA Female Excellence in Advice Award (the Award).... Read more continue reading

FPA rolls out education and professional standards framework to PJC

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The Financial Planning Association of Australia (FPA) yesterday rolled out its proposed Education and Professional Standards Framework to the Parliamentary Joint Committee (PJC) Inquiry, as it continues to champion the need... Read more continue reading

SMSFs offering professionals an exciting career path: SPAA

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The SMSF profession that has emerged over the past few years is proving to be a significant new professional career pathway for young Australians, says Andrea Slattery, Chief Executive Officer/Managing... Read more continue reading

Joe Nowak wins AFA Michael Murphy Award

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Former Association of Financial Advisers (AFA) President, industry stalwart and active AFA member, Joe Nowak, has been awarded the prestigious Michael Murphy Award at the 2014 AFA National Adviser Conference... Read more continue reading

PM CAPITAL appoints new names for key funds

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Boutique equity and income manager, PM CAPITAL, has renamed its three equity funds to better communicate the funds’ investment strategies to investors. In summary: PM CAPITAL Absolute Performance Fund will become PM... Read more continue reading