All Articles tagged with 'Sarah Abood'

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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

Australian financial advisers at the forefront of AI adoption

From FAAA - Financial Advice Association Australia

A total of 82 per cent of Australian financial advice businesses are using, piloting, or planning to use AI to better serve clients in the next 12 months, according to

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09 May 2025

FAAA welcomes re-elected Labor government

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) is ready to continue working with the re-elected Labor government, and the new financial services minister once appointed, to strengthen the financial advice profession

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06 May 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 [...]