Articles by Jason Spits

Administration, Business News

SuperConcepts names interim CEO

SuperConcepts has named an interim CEO while it seeks a permanent replacement for Natasha Fenech.

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Superannuation

PC report doesn’t match evidence presented

Rice Warner has criticised the Productivity Commission’s final report into superannuation, claiming the organisation moved away from the evidence presented to it.

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Financial Planning, Regulation

SMSF advisers add to rise in planner numbers

The number of advisers increased rapidly in late 2018, driven partly by SMSF advice providers registering before the imposition of new education standards.

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Education

Industry conferences still a good CPD source

Industry events will remain a valid source of CPD, with advisers able to use them to access training beyond FASEA’s minimum requirements.

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Education

Advisers need to focus on new CPD regime

Close-up of a magnifying glass

The CPD requirements for financial advisers have shifted and practitioners need to consider the time and content of training to meet new FASEA standards.

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ASIC, Regulation

SMSF adviser banned for 25 years

Court action initiated by ASIC has resulted in an SMSF adviser being removed from the industry for 25 years for misusing client funds.

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Investments, Markets

Younger investor share trading on the rise

The number of younger investors trading shares has increased, but they are still choosing well-known names in the domestic market.

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Education

SMSF advisers get lighter education load

SMSF specialist advisers may only have to complete a maximum of four study units to comply with new FASEA education standards.

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Education, Financial Planning

FASEA finalises foreign qualifications process

Advice providers with foreign qualifications have been given certainty on how their training will be assessed by FASEA, which will consider key knowledge areas and regulatory and legal obligations.

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Education

FASEA releases finalised education pathways for advisers

The Financial Adviser Standards and Ethics Authority (FASEA) has released its final education pathways policy, confirming some advisers will only have to complete one unit to comply with the new education standards. FASEA initially released a draft of its FPS001 Education Pathways Policy in mid-November last year, seeking consultation from the advice sector until mid-December, […]

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