News : Education

Accurium to provide stockbroker super training

May 9, 2023

The Stockbrokers and Investment Advisers Association has joined with Accurium to provide super-related training to its members.

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Education, financial advice

Experience pathway needs sunset clause

May 8, 2023

Todd Wills

The FAAA will support the experienced adviser pathway proposal if it includes a sunset clause and a code of ethics education requirement.

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Education, financial advice, Regulation

Bill defining experience pathway released

April 19, 2023

Darin Tyson-Chan

Draft legislation has been introduced defining the experience pathway whereby advisers will be deemed to have met their education requirements.

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Auditing, Education, SMSF

Auditors failing key requirements

April 11, 2023

Darin Tyson-Chan

Many SMSF auditors are being issued with ATO education directions for failing one of the most fundamental tasks required of them.

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Education, financial advice

Two-thirds pass latest adviser exam

March 27, 2023

Jason Spits

The pass rate for the ASIC adviser exam has climbed while the number of candidates sitting it has fallen away.

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Education

Heffron releases entry level SMSF course

February 13, 2023

Jason Spits

Heffron has released a new course aimed at accountants, auditors and advisers moving into the SMSF space building on its previous education offerings.

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Education, financial advice

Exam pass rate improves

December 12, 2022

Jason Spits

The number of advisers passing the ASIC exam, which no longer includes existing advisers, has increased to its highest point in a year.

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Education

Express accreditation pathway for CFPs

November 28, 2022

Darin Tyson-Chan

Certified financial planners will have a new express specialist accreditation avenue to the SMSF sector effective January 2023.

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Education

Accurium expands education beyond SMSFs

October 10, 2022

Jason Spits

Accurium will offer accounting firms education services after requests for information on personal and small business tax matters.

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Education

Specialist education will improve SMSF advice

September 19, 2022

Jason Spits

Specialised education for SMSF advisers will shield the sector from spruikers and advisers without proper knowledge, according to the SMSF Association.

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