FPA

Editorial

Labor leaving a messy legislative legacy

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

Financial planning

FPA boosts Gen Y numbers

The Financial Planning Association has seen a significant change in member demographics over the past 12 months, with an increasing number of young planners joining the a...

Financial planning

FPA critical of Government’s response to St John report

The FPA has hit back at the Government’s claim that financial adviser misconduct is the only reason why compensation has been awarded to victims of the Trio Capital colla...

Superannuation

The superannuation changes and what they mean for you

Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...

Financial planning

No difference between advisers and planners

AFA wants legislation to reflect that there is no difference between planners and advisers....

Financial planning

TASA and financial planners - the search for facts and common sense

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

Financial planning

FSC points to TASA disadvantage for planners

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

Policy & Regulation

Too many loose ends as FOFA deadline looms

AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....

Financial planning

The push to lift planner education standards grinds to a halt

With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....

Financial planning

TPB releases adviser education requirements

Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...

Financial planning

Delay TASA implementation until after election, says FPA

The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...

Financial planning

ASIC delays work on planner education

ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...

Financial planning

Advisers worry about super tax impact on disabled

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

Superannuation

Mixed response to super changes

The financial services industry is calling for a bipartisan approach to the newly announced super changes, with many raising concerns about complexity. ...