News : Education

Education, Financial Planning

FASEA issues standards blueprint, instruments

The Financial Adviser Standards and Ethics Authority (FASEA) has released its revised standards framework for financial advisers, as well as two legislative instruments for work and training, or the professional year, and the provisional relevant provider expression.

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Education, Investments, Retirement

SMSFs face three key risks

A new industry paper, published today, has highlighted a triple risk for the $750 billion of retirement savings of over 1.1 million Australians with an SMSF.

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Education, Investments, Retirement

SMSFs facing triple risk: report

A new industry paper, published today, has highlighted three major risks for the $750 billion of retirement savings of over 1.1 million Australians with an SMSF.

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ASIC, Education, Financial Planning

ASIC releases responsible manager FASEA requirements

The Australian Securities and Investments Commission (ASIC) has begun consultation on increased competence requirements for advice licensees and their responsible managers to support the professional standards reforms in the financial advice industry. ASIC has proposed updates to “Regulatory Guide 105 Licensing: Organisational competence” (RG 105), including requiring responsible managers of advice licensees to pass the […]

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Accounting, Education

FASEA can’t steer accounting business structuring

The Institute of Public Accountants (IPA) has reiterated its stance that the body developing the new education standards for financial advisers should not dictate to accountants how they should structure their businesses.

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Education, Financial Planning

Advisers given FASEA preparation reminder

Online adviser portal Wealthdigital has underscored the need for financial planners to be well prepared for further postgraduate study requirements under the Financial Adviser Standards and Ethics Authority (FASEA).

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Accounting, Education

Professional advisers meet most FASEA elements

Chartered accountants (CA) and certified practising accountants (CPA) have already met most of the elements of the proposed education reforms and therefore should not be compelled to study further, AccountantsIQ has argued.

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ASIC, ATO, Education

ASIC, ATO to lift current SMSF trustee education

The Australian Securities and Investments Commission (ASIC) is working with the ATO to help consumers better understand the advantages and disadvantages of setting up and running an SMSF.

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Education, Investments

Lack of education thwarts exposure abroad

The majority of Australian fund professionals believe in the importance of Australian investors increasing their exposure to overseas investments, but believe a lack of education is holding them back.

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Education, ETFs

Vanguard launches global ETF research centre

Vanguard has established a dedicated research centre and team to address critical global exchange-traded fund (ETF) issues and to produce topical and insightful perspectives to investors, regulators and influencers.

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