News : Education

Mentor demand a boost for mature-age advisers

August 20, 2018

Despite the continued negative predictions for mature-age advice practitioners, their expertise and skills are in demand to fulfil new and emerging roles as the industry transitions into the post-Future of Financial Advice and post-royal commission era.

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Education, Regulation

Advisers monitoring peers akin to whistleblowing

August 7, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority’s (FASEA) proposal in its code of ethics for advisers to proactively hold each other to account is akin to whistleblowing, according to wealthdigital.

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Education

Tax practitioners undertaking CPE review

August 2, 2018

Malavika Santhebennur

The Tax Practitioners Board (TPB) will carry out reviews of continuing professional education (CPE) records of over 1000 tax practitioners in 2018/19.

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ASIC, Education, Regulation

ASIC changes adviser register reporting dates

August 1, 2018

Malavika Santhebennur

The Australian Securities and Investments Commission (ASIC) has announced changes to reporting dates for various required notifications in the transition to the new financial adviser education reforms.

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Education, Regulation

SMSF Association against code of ethics ambiguity

July 30, 2018

Darin Tyson-Chan

The SMSF Association has used its Financial Adviser Standards and Ethics Authority (FASEA) code of ethics submission to call for less subjectivity and greater clarity to allow a more practical implementation of the required standards.

FASEA slammed for draft guidance error

July 30, 2018

Malavika Santhebennur

An SMSF specialist adviser has hit out at the Financial Adviser Standards and Ethics Authority (FASEA) for publishing erroneous requirements for financial advisers with foreign qualifications without conducting adequate research.

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Education, Financial Planning

SMSF fundamentals crucial for advisers

July 30, 2018

Krystine Lumanta

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.

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Education, Financial Planning

FASEA amends foreign qualification measure

July 30, 2018

Malavika Santhebennur

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.

FASEA issues correction on foreign qualifications

July 30, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority (FASEA) has issued a clarification today about an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

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Education, Financial Planning

FASEA releases draft CPD details

July 24, 2018

Malavika Santhebennur

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.

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