News : Financial Planning

Education, Financial Planning

Calls for rigorous annual certification

The Financial Services Institute of Australasia (FINSIA) has said the implementation of an annual certification process to provide a statement of professional standing is key to improving standards of professionalism in the financial services industry.

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Education, Financial Planning

FASEA releases two more guidance drafts

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft professional year requirement and draft provisional relevant provider term guidance. The professional year is an essential component of FASEA’s educational qualifications and standards framework that all new industry entrants will be legally required to undertake before they can provide personal financial planning advice […]

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Business News, Financial Planning

PwC details CPA Advice assessment

The original reasoning for establishing CPA Australia Advice remains valid but there was insufficient demand from members to make it financial viable, according to further details outlined in PwC Strategy’s assessment.

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Financial Planning, Strategy, Superannuation

Deductible contributions top adviser query

During the June quarter, deductible personal super contributions have been the top query coming from financial advisers, following super reforms allowing more Australians to use this strategy and top up their retirement savings, according to BT Financial Advice’s (BTFA) technical team.

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Business News, Financial Planning

CPA Australia scraps advice business

CPA Australia announced last week it is exiting the business of CPA Australia Advice after a post implementation review by PwC Strategy found the business was no longer financially viable.

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Financial Planning

CPA Australia exits advice

CPA Australia has announced it is exiting the business of CPA Australia Advice after a post implementation review by PwC Strategy found the business was no longer financially viable.

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Accounting, Financial Planning, Investments

Family SMSF advice now an elite specialist field

Family SMSF structures, which can be bloodline, blended or multigenerational, have become an elite specialisation and require an additional level of understanding from advisers, according to a sector expert.

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Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

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Accounting, Education, Financial Planning

FASEA under fire for not providing course notes

Accounting services provider AccountantsIQ has admonished the Financial Adviser Standards and Ethics Authority (FASEA) over its intention not to provide preparation materials for the financial adviser examination, arguing this defies the purpose of the exam.

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Accounting, Financial Planning, Practice Management

Accountants still regard advice as sales

Accountants looking to broaden their services into advice, particularly for SMSF clients, are still put off by the selling aspect of a financial adviser’s role, an industry licensing expert has revealed.

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