News : Education

Education, financial advice

Improved new adviser pathway proposed

Joint Associations Working Group JAWG Financial advice New entrants Education pathway

The Joint Associations Working Group has proposed improvements to the pathway for new entrants to the advice sector, including specialist areas of study.

read more
Compliance, Education, SMSF

ATO education course takes shape

ATO Justin Micale SMSF trustee education illegal early access

The ATO will soon release the next stage of its SMSF trustee education material and has asked practitioners to reinforce its messages around preventing illegal early access.

read more
Administration, Education, SMSF

Admin provider unveils educational videos

SMSF SMSF Alliance David Busoli Administration Educational content Videos

An SMSF administration provider has launched a series of short, animated videos available to all advice providers to help educate trustees and members.

read more
Contributions, Education

Heffron unveils intermediate SMSF course

SMSF Education Heffron Super Extension Super Foundations

Heffron has broadened its educational options for professionals seeking to delve deeper into their SMSF understanding beyond the entry-level Super Foundations course.

read more
Accounting, Education, Superannuation

Super literacy low for cash-strapped

Financial literacy Superannuation Ecstra Foundation

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.

read more
Education, Investments, SMSF, Superannuation

Facilitating the education of grandchildren

Education bond SMSF

SMSF trustees can make specific portfolio allocations that will enable them to fund the education expenses of their grandchildren.

read more
Education, financial advice

SMSFA pushes for lower adviser exam fee

SMSF Association financial adviser exam Treasury consultation costs reduction

The SMSF Association has requested a reduction in the sitting fee for the financial adviser exam and backed a government proposal to change certain provisions of the test.

read more
Education, financial advice

FAAA backs adviser exam changes

Financial Advice Association Australia FAAA Sarah Abood Financial adviser exam

The peak industry body for the financial advice profession has strongly supported proposed changes to the financial adviser exam.

read more
Education, financial advice

Govt considers adviser exam changes

Financial adviser exam changes Treasury draft legislation

Treasury has introduced draft legislation to streamline the delivery of the financial adviser exam, making minor changes to the questions asked and the timing of when a candidate can sit it.

read more
ASIC, Education, financial advice, Tax

Education requirement dropped for tax advisers

financial adviser tax agents education ASIC

Financial advisers who are registered tax agents are no longer required to fulfil certain education requirements to offer advice on tax matters.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.