FINANCIAL PLANNING ASSOCIATION

Editorial

If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...

Financial planning

Money Management/FPA breakfast will debate the planning policy issues before, during and after the Federal Election at an upcoming Thought Leadership breakfast....

Financial planning

ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...

Editorial

The appeals of the FPA for a further extension of the TASA implementation seemed to be falling on deaf ears, with the Assistant Treasurer, David Bradbury, seeming determi...

Superannuation

AIST and ISN are calling for a clearer definition of the word 'advice’, as the current wording of TASA prohibits industry super funds from providing intra-fund advice. ...

Financial planning

The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....

Financial planning

The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....

Financial planning

FPA points to tertiary qualifications discrepancy in Treasury TASA documents....

Financial planning

The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...

Financial planning

FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....

Financial planning

Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...

Accounting

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

Financial planning

The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....

Accounting

CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....

Financial planning

The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days 12 hours ago