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Everything from FAAA - Financial Advice Association Australia

ATO releases final determination on deductibility of advice fees

From FAAA - Financial Advice Association Australia

The Financial Advice Association of Australia (FAAA) says the Australian Taxation Office (ATO)’s release of the final determination regarding the tax deductibility of advice fees (TD 2024/7) is a welcome conclusion

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26 Sep 2024

New session announced for FAAA Congress 2024, early bird closing soon

From FAAA - Financial Advice Association Australia

Early Bird pricing for the second annual Financial Advice Association Australia (FAAA) Congress will finish on 30 September. The Congress, to be held in Brisbane from 27 to 29 November,

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24 Sep 2024

FAAA secures inquiry into Dixon Advisory

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has secured an inquiry into the collapse of Dixon Advisory, which has left the wider financial planning profession to cover as much as $135

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18 Sep 2024

FAAA continues push for public inquiry into Dixon Advisory and its effect on the CSLR

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has written to all federal members of parliament urging them to support a public inquiry into the collapse of Dixon Advisory and the effect

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13 Sep 2024

FAAA holds first meeting with Treasury on CSLR

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) met with Treasury yesterdsay to continue work on fixing the unintended consequences of the Compensation Scheme of Last Resort (CSLR). It is the

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12 Sep 2024

FAAA launches enhanced ‘Find a Planner’ platform to match consumers with its members

From FAAA - Financial Advice Association Australia

The FAAA has launched an upgraded Find a Planner[1] tool to help members connect with potential clients and grow their businesses. The new Find a Planner has an improved user interface and

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12 Sep 2024

Minister Jones, FAAA meet on CSLR

From FAAA - Financial Advice Association Australia

The FAAA on Wednesday 14 August met with Minister Stephen Jones to raise key concerns regarding the Compensation Scheme of Last Resort. During the meeting, FAAA’s CEO Sarah Abood and

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19 Aug 2024

Dixon Advisory and CSLR anger – part one

From FAAA - Financial Advice Association Australia

After presenting the regulatory update at the May 2024 FAAA Roadshow, with 10 presentations delivered around the country covering our objections to the way the Compensation Scheme of Last Resort

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09 Aug 2024

FAAA Congress 2024 to “Power Up” performance and innovation

From FAAA - Financial Advice Association Australia

The second annual Financial Advice Association Australia (FAAA) Congress will provide financial advisers with valuable insights and tools to succeed in an evolving industry, as well as valuable networking opportunities.

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17 Jul 2024

Final numbers are now available for Dixon Advisory AFCA complaints

From FAAA - Financial Advice Association Australia

The FAAA has welcomed the long awaited cessation of Dixon Advisory’s (Dixons) AFCA membership, which ceased on 30 June 2024 after strong advocacy from the FAAA. This means there is

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12 Jul 2024

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]