All Articles tagged with 'Sarah Abood'

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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

FAAA launches Federal Election Hub with analysis of every electorate and Senate race

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has launched an online Federal Election Hub, including a new tool for advisers to search for their electorate, to find local candidates and their

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23 Apr 2025

Progress on advice: Coalition commitments a step toward rebuilding trust and access

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) welcomes the Opposition’s focus on affordable, professional financial advice as a national priority, and the recognition that access to quality advice plays a vital

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16 Apr 2025

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]