News : Education

Education, financial advice, Financial Planning

No sunset clause for experienced pathway

May 30, 2023

The government will not introduce a 10-year sunset clause into its experienced pathway bill, citing the need to keep experienced advisers in the system.

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ATO, Compliance, Education

ATO revamps compliance guidance

May 11, 2023

Darin Tyson-Chan

New compliance guidance materials are being formulated by the ATO, one of which marks a change in approach with education directions.

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Education, Superannuation

Accurium to provide stockbroker super training

May 9, 2023

Jason Spits

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