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Everything from FAAA - Financial Advice Association Australia

FAAA welcomes Delivering Better Financial Outcomes legislation, with one key concern

From FAAA - Financial Advice Association Australia

The FAAA is pleased to finally see the first instalment of the promised changes emanating from the 2022 Quality of Advice Review (QAR) tabled in the Parliament. FAAA CEO Sarah

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02 Apr 2024

FAAA calls for retrospective impact of the CSLR on financial advisers to be urgently resolved

From FAAA - Financial Advice Association Australia

The Compensation Scheme of Last Resort (CSLR) has now publicly released estimates of what advisers will be expected to pay for the first full year of the operation of the

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20 Mar 2024

FAAA launches financial literacy workshop for high school students

From FAAA - Financial Advice Association Australia

The Financial Advice Association of Australia (FAAA) has launched a nationwide financial literacy program aimed at high-school students, developing a simple but informative workshop that will teach young Australians important

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18 Mar 2024

Strong progress regarding the tax deductibility of upfront advice fees can be further strengthened

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) says the ATO can build upon the progress made in its public release of revised tax deductibility guidance in December 2023 by further refining

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15 Mar 2024

FAAA to continue successful female mentoring program in 2024

From FAAA - Financial Advice Association Australia

The FAAA is set to continue with its Women in Financial Planning Mentoring Program in 2024, in recognition of the important role such programs play in attracting, and retaining, women

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08 Mar 2024

Financial advice profession in good health

From FAAA - Financial Advice Association Australia

The financial advice profession is in good health although challenges around staffing and use of technology remain, according to the latest Business Health By The Numbers report, developed in conjunction

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08 Mar 2024

FAAA launches 2024 roadshow series

From FAAA - Financial Advice Association Australia

Early bird tickets to the Financial Advice Association Australia’s 2024 roadshow series are now available. The event is taking place across Australia in April and May. The roadshows theme will

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07 Mar 2024

FAAA 2024-25 Pre-Budget Submission

From FAAA - Financial Advice Association Australia

The FAAA has released its 2024-25 Pre-Budget Submission. It puts forward six ideas that the FAAA believes will have a positive impact on the financial futures of Australian consumers, by

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01 Feb 2024

Almost 6,000 advisers still need to be registered with ASIC

From FAAA - Financial Advice Association Australia

Nearly 6,000 financial advisers are yet to be registered with ASIC[1] following the passage of legislation in November 2023, putting them at risk of no longer being able to provide

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18 Jan 2024

FAAA fully supports proposed changes to financial adviser exam

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has backed the government’s proposed changes to the financial adviser exam, including making the exam completely multiple choice, removing restrictions on who can sit

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18 Jan 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 [...]