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Everything from FAAA - Financial Advice Association Australia

Finalists announced for the 2025 FAAA Awards

From FAAA - Financial Advice Association Australia

The FAAA has unveiled the finalists for the FAAA annual awards, with the winners set to be announced at this year’s Gala Dinner at the Perth Congress on 19 November

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25 Sep 2025

Cost of CSLR special levy, should be a shared responsibility says SMSF Association

From FAAA - Financial Advice Association Australia

The most efficient and equitable way to fund the special levy needed to meet the shortfall in consumers’ unpaid compensation claims is to spread it across all Australian Financial Complaints

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12 Sep 2025

Advisers can’t, and shouldn’t, foot $67.3 million bill: FAAA Treasury Submission on CSLR

From FAAA - Financial Advice Association Australia

In its submission[1] to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR) Special Levy for 2025/26, the FAAA says it is imperative that financial advisers should not

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03 Sep 2025

FAAA board election nominations open 2 September 2025

From FAAA - Financial Advice Association Australia

Nominations for the Financial Advice Association Australia’s (FAAA) Member Elected Directors will open on 2 September 2025, with members able to nominate for three positions on the FAAA board, each

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02 Sep 2025

FAAA statement on Senate decision to discontinue Inquiry into wealth management companies

From FAAA - Financial Advice Association Australia

“The FAAA is deeply disappointed that the Senate Economics References Committee has recommended that the Inquiry into wealth management companies not continue. “This important Inquiry was launched in September last

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01 Sep 2025

Minister Mulino to address FAAA Congress

From FAAA - Financial Advice Association Australia

The Hon Dr Daniel Mulino MP, assistant treasurer and minister for financial services, will present at the FAAA’s annual Congress in Perth in November. During the session “Minister & CEO:

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29 Aug 2025

FAAA expands approved specialisations program to embrace broader advice expertise

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) is expanding its Approved Specialisations Program, with applications now open to education and designation providers offering qualifications in a broader range of financial advice

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08 Aug 2025

Deferred start date needed if Division 296 becomes law

From FAAA - Financial Advice Association Australia

Addressing the contentious Division 296 legislation during his opening address at the SMSF Association’s 2025 Technical Summit, Association CEO Peter Burgess outlined the technical challenges with a back dated tax

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08 Aug 2025

FAAA Congress 2025: helping advisers stay ‘Ahead of the Curve’ with world class speaker line-up

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has announced its speaker line-up for this year’s Congress, boasting cricketing legends, a journalist and broadcaster, a behavioural psychologist, and AI change and compliance

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29 Jul 2025

Small reduction in financial advice special levy for CSLR hides a further substantial deterioration: FAAA

From FAAA - Financial Advice Association Australia

FAAA CEO Sarah Abood has appealed to government to make urgent and significant changes to the CSLR to ensure fairness and sustainability, following the release of CSLR’s update for the

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07 Jul 2025

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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 [...]