All Articles tagged with 'FPA'

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National Roadshows answer the big questions on TASA and FoFA as July 1 date looms

From FPA - Financial Planning Association

Australia’s professional financial planners remain vigilant to key legislative changes, seeking to clarify the full requirements of both the Future of Financial Advice (FoFA) and Tax Agents Services Act (TASA).

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29 Apr 2014

Senior advice executive joins the Future2 board

From Future2 Foundation

One of the financial advice sector’s most prominent senior executives has joined the board of Future2 Foundation. Marianne Perkovic, Executive General Manager Advice at Commonwealth Bank, was unanimously endorsed as

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23 Apr 2014

Financial System Inquiry submission recommends consideration of professionalism, fairness and co-regulation

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has submitted its recommendations to the Financial System Inquiry with a view to creating a more efficient, effective and innovative financial system, consistent

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08 Apr 2014

Financial Planners called on to help award philanthropic grants

From Future2 Foundation

Future2 opens 2014 grants to applications, committing $70,000 Regional Chapters of the Financial Planning Association (FPA) are being called on to help allocate $70,000 worth of grants, based on their

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01 Apr 2014

FoFA regulatory freeze welcomed by advice profession

From FPA - Financial Planning Association

Financial Planning Association of Australia (FPA) Chief Executive Mark Rantall says the ‘good faith’ decision to place on hold the introduction of regulatory amendments to FoFA legislation is a welcome

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26 Mar 2014

Government acknowledges FPA concerns on general advice as consumer risks eased by “employee only” rule

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has welcomed the Government’s amended restrictions to the general advice exemption under FoFA. The Corporations Amendment (Streamlining of Future of Financial Advice) Bill

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20 Mar 2014

Future2 maps new route and sets dates for 5th cycling fundraiser

From Future2 Foundation

The 2014 Future2 Wheel Classic – the annual long-distance cycling event that is now an established part of the foundation’s fundraising calendar – will follow a new route from Melbourne

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27 Feb 2014

FPA leads with pragmatic, positive FoFA recommendations to Treasury

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has submitted its recommendations to Treasury outlining positive measures to ensure that the Future of Financial Advice (FoFA) legislation is drafted in the best interests

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25 Feb 2014

Future2 poised for further growth as it enters its seventh year

From Future2 Foundation

An expanding grants program, stronger financial position and closer collaboration with the Financial Planning Association and its members, have created a firm foundation for Future2 as it enters a seventh

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21 Feb 2014

FPA prepares planners for TASA

From FPA - Financial Planning Association

The Financial Planning Association (FPA) is set to launch a comprehensive education campaign to prepare planners for the implementation of the Tax Agent Services Act in July. The campaign kicks

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19 Feb 2014

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]