FPA

Financial planning

Mortgage brokers 10 years behind advisers, says exec

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Financial planning

FPA to continue push for TASA changes

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

Financial planning

Focus remains on ASIC as Senate submissions climb

Consumer-dominated submissions reflect lack of confidence in watchdog. ...

Financial planning

FPA passes on research to boost CFP

FPA gives research and marketing materials to FPSB members to promote CFP designation...

Financial planning

FPA continues pursuit of enshrinement

The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....

Financial planning

James Kenny empowers the next generation of planners

James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...

Financial planning

Give planners a break, FPA urges

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

Editorial

Easing others’ path to success

Unified Financial Services principal and industry veteran Michelle Tate-Lovery has been awarded the inaugural Money Management / Super Review Mentor of the Year title. ...

Editorial

How to energise your community

Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

Editorial

Coalition begins delivering on expectations

It was probably inevitable that within two months of gaining office and with a minimum of fuss, the Coalition Government has sought to undo some of the last legislative a...

Editorial

Can we control ourselves?

The Financial Planning Association has canvassed the possibility of a professional association regulating the industry alongside ASIC but, as Mike Taylor writes, many wil...

Editorial

With ASIC, you get what you pay for

Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...

Policy & Regulation

Industry welcomes tax announcement

The financial services industry has broadly welcomed the Government’s move to abolish the proposed tax on super earnings over $100,000....

Financial planning

FPA canvasses co-regulatory model with ASIC

FPA canvasses two-way working relationship between professional bodies such as itself and ASIC....

Superannuation

ASIC must deter SMSF property spruikers

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...