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Everything from TAA - The Advisers Association

CSLR – is the cure worse than the disease?

From TAA - The Advisers Association

The Government’s decision not to give the Compensation Scheme of Last Resort (CSLR) a ‘swift passage’ through Parliament should give Canberra pause for thought, according to The Advisers Association (TAA). “At

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20 Apr 2022

TAA: Corporations Law reform – Let’s look before we leap

From TAA - The Advisers Association

The Advisers Association (TAA) is broadly supportive of recommendations by the Australian Law Reform Commission (ALRC), designed to simplify and rationalise the Corporations Act and Corporations Regulations. Speaking in relation to

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09 Mar 2022

Bill Beimers appointed Chair of The Advisers Association

From TAA - The Advisers Association

The Advisers Association (TAA) is pleased to announce that Bill Beimers has been appointed Chair of the association at its Annual General Meeting. TAA CEO, Neil Macdonald said, “Bill has served on

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17 Feb 2022

FSC blueprint a positive step in the right direction

From TAA - The Advisers Association

The Advisers Association (TAA) believes the Financial Services Council (FSC) blueprint for a simplified regulatory framework is a positive step in the right direction, and has the potential to deliver better

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18 Oct 2021

ASIC Levy temporary respite underscores need for collaboration

From TAA - The Advisers Association

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

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02 Sep 2021

TAA renews calls for exiting institutions to pay ASIC Levy

From TAA - The Advisers Association

The Advisers Association (TAA) is renewing calls for major banks and institutions that have exited or are intending to exit financial advice to pay their share of regulatory costs. The call comes following the 23

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05 Aug 2021

It’s time to stop calling it advice, when it’s not

From TAA - The Advisers Association

The Advisers Association (TAA) says now that the message seems to be filtering through to the broader community that it is illegal for someone to call themselves a ‘financial adviser’

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02 Mar 2021

Level the playing field for financial advisers

From TAA - The Advisers Association

The Advisers Association (TAA) says any new model for financial advice must level the playing field for financial advisers. Commenting on a Rice Warner research report launched by the Financial

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22 Oct 2020

Members of The Advisers Association file class action against AMPFP

From TAA - The Advisers Association

The Advisers Association (TAA) is supportive of its members, following the filing of an ‘open’ class action against AMP Financial Planning (AMPFP) on behalf of AMP financial planner members by

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30 Jul 2020

Jennifer Mogg appointed to The Advisers Association Board

From TAA - The Advisers Association

The Advisers Association (TAA) is pleased to announce the appointment of Jennifer Mogg to the TAA Board. TAA CEO, Neil Macdonald said, “Jennifer’s strong operations background and her first-hand knowledge

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02 Jul 2020

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]