All Articles tagged with 'FoFA reforms'

You are in Posts tagged 'FoFA reforms'

Key findings of the Investment Trends 2014 Planner Business Model Report

From Investment Trends

Planners’ businesses continue to improve But many are facing challenges relating to demonstrating value to clients and improving business efficiency Aligned dealer group channels are at risk and we may

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05 Sep 2014

Software investment hits record $3.26 billion

From FinaMetrica

Australian businesses invested a record $3.26 billion in software in the second quarter of 2014, reflecting the rising importance of information technology to the economy overall and to the financial

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05 Sep 2014

SPAA gives thumbs up to changes to best interest duty

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) has thrown its weight behind the Federal Government’s decision to amend how best interest duty (BID) works as part of the FoFA reforms.

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20 Mar 2014

FoFa amendments deliver new professionalism advantage

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has encouraged Australia’s professional financial planning community to seize the opportunity handed to it by Assistant Treasurer Arthur Sinodinos and rise above the

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20 Jan 2014

Less heat in FOFA, employee numbers static, focus on training – results of the SLICE survey

From The Dawson Partnership

FOFA The inaugural SLICE financial planning survey has revealed that only 9% of respondents thought that the introduction of FOFA has negatively impacted on their business growth in terms of

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17 Dec 2013

Majority of Australian CEOs believe technology plays major role in delivering new financial products: FSC-DST CEO Report

From FSC - Financial Services Council

Nearly all CEOs (96%) in a recent survey believe technology is a key consideration when conducting strategic planning and an overwhelming majority (80%) believe technology plays a major role in

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25 Jul 2013

FoFA Delivers Positive Industry Evolution

From Seaview Consulting

Seaview Consulting Directors Bob Neill and David Fotheringham are of the opinion that contrary to much of the angst amongst dealer groups and advisers, FoFA is in reality a catalyst

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19 Jul 2013

IRESS delivers Australia’s preferred solution for FoFA fee disclosure

From IRESS Market Technology

Advice businesses representing more than 8,000 advisers have embraced IRESS’ XPLAN-‐CommPay solution to meet Fee Disclosure Statement (FDS) obligations imposed by the Future of Financial Advice (FoFA) reforms. Amongst these

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04 Jul 2013

FPA members in shape for FoFA

From FPA - Financial Planning Association

Feedback from FPA members shows satisfaction with FoFA campaign With the Future of the Financial Advice (FoFA) reforms kicking off today, the Financial Planning Association (FPA) members have been at

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02 Jul 2013

FoFA solutions bring additional benefits to non-aligned financial advice firms

From Select Asset Management

With the Future of Financial Advice (FoFA) kick-off date of 1 July looming, specialist investment management group Select Asset Management Limited (Select) has urged Australian financial advice firms to have

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21 Jun 2013

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]