News : Education

Education, financial advice, Financial Planning, SMSFA

Specialisation can meet advice demand

SMSF Association specialist education financial advice

The SMSF Association has called for more advisers to consider specialist training to take advantage of the growth in the sector and the related demand for advice.

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Education

Financial literacy program bears fruit

financial literacy

The Talk Money financial literacy education curriculum is boosting the confidence of primary and secondary school students in managing financial responsibilities.

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Education, SMSFA

Heffron offers SMSFA membership to students

SMSF education

Heffron will offer free membership of the SMSF Association to students who complete its course for those new to the sector.

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Education, financial advice

Adviser exam pass rate static

adviser exam pass rate

The number of advisers passing the most recent mandatory exam overseen by ASIC has remained on par with the previous sitting, with around two-thirds being successful.

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Education, financial advice, SMSF

Peer experiences sought by trustees

SMSF trustees peers

The past experience of their peers is what SMSF trustees looking to seek financial advice in the next 12 months want to learn from practitioners.

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Education, financial advice, Financial Planning

No sunset clause for experienced pathway

experienced adviser pathway sunset

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

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

Accurium SIAA training

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

Experienced adviser pathway FAAA

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

Adviser experience pathway

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

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