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Everything from FAAA - Financial Advice Association Australia

FAAA announces the upcoming retirement of general manager, policy, advocacy and standards – Phil Anderson

From FAAA - Financial Advice Association Australia

Phil Anderson, FAAA’s general manager, policy advocacy and standards, will be retiring on 27 November 2026 after over 30 years in the financial services industry, and much of the last

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27 Aug 2026

FAAA submission: Capital Gains Tax and Negative Gearing – Tranche 2 Legislation

From FAAA - Financial Advice Association Australia

In its submission[1] to Treasury on Tranche 2 of the CGT and negative gearing legislation, the FAAA has pointed to a number of areas where the draft laws require further refinement. The

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25 Aug 2026

FAAA welcomes progress on Shield and First Guardian response, but detail is critical

From FAAA - Financial Advice Association Australia

Yesterday’s National Press Club address by Assistant Treasurer and Minister for Financial Services Daniel Mulino included welcome progress on the response to Shield and First Guardian, but further action is

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20 Aug 2026

FAAA submission: “long running unintended consequences” of proposed changes to minimum tax on discretionary trusts

From FAAA - Financial Advice Association Australia

The FAAA is concerned about the potential broader consequences of the Government’s plans for the minimum tax on discretionary trusts, seeking to “…highlight the potential significant implications of this proposal

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04 Aug 2026

FAAA submission on whistleblower protections

From FAAA - Financial Advice Association Australia

In its submission to Treasury on tax and corporate whistleblowing, the FAAA has put forward four key recommendations: The corporate and tax whistleblower regimes should recognise the role of AUSTRAC and make

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31 Jul 2026

FAAA unveils Congress 2026 program and opens early bird registrations

From FAAA - Financial Advice Association Australia

The FAAA has unveiled the program for its flagship Congress 2026, bringing together leading voices in technology, financial advice, business leadership, and professional practice for three days of learning and

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30 Jul 2026

FAAA Statement on ASIC Funding Levy

From FAAA - Financial Advice Association Australia

The FAAA is particularly concerned by the significant increase in the ASIC Funding Levy for the 2025/56 financial year, up 27%. This, along with the recently announced CSLR special levy, will have a very significant cost impact on the

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17 Jul 2026

Michelle Veitch CFP® named as FAAA’s incoming chair

From FAAA - Financial Advice Association Australia

Michelle Veitch CFP® has been appointed as chair-elect at the Financial Advice Association Australia (FAAA) and will become chair of the FAAA Board following the 2026 Annual General Meeting in

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16 Jul 2026

FAAA submission on reducing barriers to business dynamism

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has lodged a submission to the Productivity Commission’s inquiry into reducing barriers to business dynamism in Australia. In the submission, General Manager Policy, Advocacy

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09 Jul 2026

FAAA announces winner of Gwen Fletcher Memorial Award for semester 1

From FAAA - Financial Advice Association Australia

Ne (Stacy) Guo of Morrows Private Wealth in Melbourne is the winner of the Gwen Fletcher Memorial Award for Semester 1 2026. Guo is an associate adviser at Morrows Private

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02 Jul 2026

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