SMSF advisers need to ensure they are across the evolving fundamentals of SMSFs, from setting up a fund to alternative investment strategies, a technical expert has warned.

The Financial Adviser Standards and Ethics Authority (FASEA) has said it will modify an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft guidance around continuing professional development (CPD) for providers as well as the proposed process for those with educational qualifications obtained outside Australia.

The Financial Services Institute of Australasia (FINSIA) has said the implementation of an annual certification process to provide a statement of professional standing is key to improving standards of professionalism in the financial services industry.

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft professional year requirement and draft provisional relevant provider term guidance. The professional year is an essential component of FASEA’s educational qualifications and standards framework that all new industry entrants will be legally required to undertake before they can provide personal financial planning advice […]