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FPA
Financial planning
The legislation enshrining the term 'financial planner/adviser' will only become law if the Prime Minister, Kevin Rudd, names a later election date. ...
Financial planning
The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....
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...
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Financial planning
The FPA has been foremost in welcoming the Coalition’s breakthrough on the TASA legislation delivering planners a further 12 months’ exemption. ...
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...
Financial planning
FPA chief executive Mark Rantall has written to all Federal Parliamentarians urging them not to simply wave through the TASA legislation....
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
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....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...