All Articles tagged with 'Sarah Abood'

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FAAA Value of Advice Index highlights stability for advised Australians during a turbulent year

From FAAA - Financial Advice Association Australia

Australians who have a financial adviser are markedly more confident in their financial outlook and perceived quality of life, according to the FAAA’s 2025 Value of Advice Index. This is despite

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03 Oct 2025

New speaker announced for FAAA Congress 2025 – early bird closing 30 September

From FAAA - Financial Advice Association Australia

Early bird pricing for this year’s Financial Advice Association Australia (FAAA) Congress will finish on 30 September. The Congress, being held in Perth from 18 to 20 November, will have

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26 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

CPD: Jump in my CAR. Client Advice Records – why, what, how

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice.

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06 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

FAAA congratulates new shadow ministry

From FAAA - Financial Advice Association Australia

The FAAA congratulates deputy Liberal leader and federal member for Fairfax, Ted O’Brien, on his appointment as shadow treasurer in the Ley Shadow Ministry. It also congratulates the Nationals federal

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29 May 2025

FAAA, CA ANZ, CPA Australia and IPA release practical guidance on the tax deductibility of financial advice fees

From CPA Australia & IPA

The Financial Advice Association of Australia (FAAA), in consultation with Chartered Accountants Australia and New Zealand (CA ANZ), CPA Australia, and the Institute of Public Accountants (IPA), has released a

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27 May 2025

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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 [...]