News : Financial Planning

Accounting, Education, Financial Planning

Advisers cop steep exam fee

The Financial Adviser Standards and Ethics Authority (FASEA) has released its examination legislative instrument for financial advisers, including how much it will cost for an individual to sit the professional exam.

read more
Education, Financial Planning

SMSFA pushes for greater CPD integrity

The SMSF Association has called on the Financial Adviser Standards and Ethics Authority (FASEA) to revise its policy regarding the approval of continuing professional development (CPD) requirements in order to improve the integrity of the process.

read more
Financial Planning, Investments, Portfolio Construction

Planners gloomy on domestic equities

A new report has highlighted the growing challenges financial planners are facing in relation to investment selection, with advisers becoming increasingly bearish in their outlook for domestic equities.

read more
Financial Planning, Regulation

AFCA probing systemic issues, serious breaches

The Australian Financial Complaints Authority (AFCA) is currently investigating 84 definite systemic issues and four potential serious contraventions and other breaches, with complaint rates skyrocketing in the body’s first month of operation.

read more
Education, Financial Planning

CPD requirement handicaps part-time practitioners

The continuing professional development (CPD) requirements mandated under the Financial Adviser Standards and Ethics Authority (FASEA) will potentially disadvantage practitioners working part-time, such as women, the chair of a dealer group has said.

read more
Education, Financial Planning

FASEA classification process remains unclear

The determination as to whether an individual has a relevant degree under the new Financial Adviser Standards and Ethics Authority (FASEA) education guidelines for financial planners currently remains unclear.

read more
Financial Planning, Investments, Portfolio Construction

Advised investors more buoyant about markets

Australian investors who have a professional financial adviser are considerably more confident about the outlook for investment markets compared to those who do not seek advice, according to a new survey.

read more
Compliance, Education, Financial Planning

KnowITdigital unveils study hub, partnerships

KnowITdigital has announced three additions to its wealthdigital online platform, including the areas of study and compliance.

read more
Accounting, Education, Financial Planning

FASEA issues foreign qualification guidance

The Financial Adviser Standards and Ethics Authority (FASEA) today released its policy on foreign qualifications for financial advisers, outlining how new and existing advisers can qualify under the new education standards.

read more
Accounting, Education, Financial Planning, Regulation

Limited licensees urged to register

The impending Financial Adviser Standards and Ethics Authority (FASEA) deadline has caused confusion among accountants with a limited licence, mainly that they will need to be on the adviser register.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.