News : Education

Education, fraud

Educate clients about scams

SMSF Association Peter Burgess Scams superannuation

The SMSF Association has asked members to inform clients about the dangers of scams targeting their super and help them report schemes they come across.

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ASIC, Education, financial advice

ASIC issues qualification checking reminder

ASIC AFS licensees Adviser qualifications Approved degrees determination

ASIC has told advice licensees they must check the qualifications of all advisers under their banner even when they have previously worked for another organisation.

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ATO, Education

ATO releases SMSF education courses

ATO Education course Establishment Wind-up SMSF Self-managed super fund

The ATO has launched two new educational courses on its website to guide SMSF trustees through setting up or winding down a fund.

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Education, Regulation, SMSF

Client aids for regulations wanted

Investment Trends SMSF Self-managed superannuation Regulatory changes Educational content

Practitioners would like more educational material on regulatory changes and industry developments to allow them to service SMSF clients better.

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ASIC, Education, financial advice

ASIC issues adviser qualifications warning

ASIC Financial Adviser Register Adviser qualifications compliance program

ASIC will check information submitted by Australian financial services licensees regarding their advisers’ qualifications following the discovery of reporting issues in a recent review.

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Education, financial advice

Licensees to report experienced pathway users

Financial advisers Australian financial services licensees AFSL experienced provider pathway declaration

Licensees have been reminded they will have one month from 1 July to notify ASIC of any adviser who uses the experienced provider pathway.

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Education, Investments

An avenue for intergenerational assistance

Education bond SMSF

There is a sound avenue worthy of consideration that will allow retirees to provide financial assistance for the education of subsequent generations.

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Education, Financial Planning

Greater university involvement needed

Education Financial planning University course

The financial advice profession will benefit from an increase in specific education offerings from the major universities around Australia.

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Education, SMSF

New education facility from Hub24

SMSF Academy SMSF Hub24 Striver

A new education facility aimed at helping practitioners provide specialised SMSF advice for clients has been released by Hub 24.

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Compliance, Education, financial advice

Adviser exam pass rate improves

ASIC Financial adviser exam

There has been a slight improvement in the number of candidates passing the most recent financial adviser exam overseen by ASIC.

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