AFA announces On-Demand program and Masterclasses for VISION Conference

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The Association of Financial Advisers (AFA) has announced the On-Demand program and Masterclasses for the AFA VISION Conference. The On-Demand program includes sessions on how to run a best practice business, including sourcing smart technology for maximum efficiency. Other sessions will take deep dives into FASEA standards, consumer trends, ethical investing, estate planning, outsourcing, TPB obligations

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AFA announces speaker program for VISION Conference

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Senator Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, has been confirmed as the opening keynote speaker at The Association of Financial Advisers (AFA)’s VISION Conference (the AFA Conference), which will be broadcast from the Museum of Contemporary Art, Sydney on 14-15 October, 2020. Australian Olympic champion, Cathy Freeman, OAM is the

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AFA welcomes ASIC no-action position for FDS and opt-in obligations for Victoria

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 The Association of Financial Advisers (AFA) welcomes yesterday’s Australian Securities and Investments Commission (ASIC) announcement providing relief, via a no-action position for fee disclosure statement (FDS) and opt-in obligations, for advice businesses located solely, or substantially, in Victoria. The AFA is shared a ‘Member Alert’ with Victorian members yesterday, explaining the current obligations and ASIC’s no-action position: Read the Member

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AFA announces VISION Conference 14-15 October 2020

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The Association of Financial Advisers (AFA) is pleased to announce the AFA VISION Conference (the AFA Conference), which will run from 14-15 October, 2020. Keynote and panel sessions from the AFA Conference will be hosted on a main stage in a state-of-the-art television-style Sydney studio and broadcast live to delegates across the country. AFA CEO

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AFA welcomes FASEA extension

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The Association of Financial Advisers (AFA) warmly welcomes the passing of The Treasury Laws Amendment (2019 Measures No. 3) Bill (the Bill) today, to extend the deadlines for the FASEA exam and education standard. AFA CEO, Philip Kewin said, “We thank all involved in passing the Bill, for recognising the challenges facing financial advisers. It

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AFA calls on ALP to support FASEA extension

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The Association of Financial Advisers (AFA) calls on the Australian Labor Party (ALP) to support the passing of the Treasury Laws Amendment (2019 Measures No. 3) Bill in the Senate this week, that will provide a one-year extension for financial advisers who are required to complete the FASEA exam by the end of this year.

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AFA welcomes deferral of Royal Commission reforms

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The Association of Financial Advisers (AFA) welcomes today’s announcement by the Federal Treasurer, the Hon Josh Frydenberg MP, to defer the implementation of the Phase 2 and Phase 3 recommendations from the Banking Royal Commission. AFA CEO, Philip Kewin, said the announcement gives some certainty in the short term and is a welcome first step. “We

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AFA responds to claims by Maurice Blackburn

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On Tuesday 21 April 2020, APRA and ASIC released their latest report on life insurance claims and disputes for the 2019 year. This is an important report that contains a significant amount of data, where much work still needs to be done to better understand these results and the impacts on consumers. The following day,

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AFA welcomes economic stimulus packages

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The Association of Financial Advisers (AFA) welcomes the Government’s economic responses to the coronavirus. AFA CEO, Philip Kewin says this week’s announcement and the introduction of the JobKeeper Payment program, gives millions of employees and their employers greater certainty in the uncertain times to come. “Importantly, it helps to retain the employer/employee relationship which is vital not

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AFA Foundation opens 2020 Grants Program

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The Association of Financial Advisers (AFA) has opened its 2020 AFA Foundation Grants Program (the Grants Program). The Grants Program launched in 2019 and offers AFA members the opportunity to nominate local charity partners that would benefit from a small donation, but might face challenges in finding funding via other avenues such as government assistance

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