News

Partnership delivers new CPD courses

February 3, 2020

Western Sydney University School of Business and online education provider OpenLearning have combined forces to produce a new suite of continuing professional development courses for the financial services sector.

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Financial Planning, Regulation

Recommendations will alter fee arrangements

February 3, 2020

Jason Spits

The next round of Hayne royal commission recommendations to be implemented may alter the frequency with which advisers get approval for their fee arrangements.

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ATO

TBC indexation not for 2020

February 3, 2020

Tharshini Ashokan

The ATO has announced indexation of the general TBC will not go ahead in July and also reminded trustees investing in property of their GST obligations.

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Financial Planning

Plea for AMP planner mediation

February 3, 2020

Darin Tyson-Chan

A call has been made by the Australian Small Business and Family Enterprise Ombudsman for AMP to commit to mediation regarding the removal of up to 250 financial planning practices from its advisory network.

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Education

New SMSFA education program

January 30, 2020

Darin Tyson-Chan

The SMSF Association has launched an accredited educators program in response to member feedback naming three organisations as approved education providers.

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Investments

Capital protection a priority

January 30, 2020

Darin Tyson-Chan

Capital protection is one of the most important goals for investors who currently hold a pessismistic view of the stock market, a new survey has shown.

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Financial Planning

Advice improves financial, mental well-being

January 30, 2020

Jason Spits

New research has found the take-up of financial advice by consumers can have a positive impact on their mental health alonsgide the usual financial benefits

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ATO

ATO cuts six-member fund work

January 29, 2020

Jason Spits

Two key measures introduced as part of federal budgets have been removed from the ATO’s work schedule after supporting legislation failed to enter parliament.

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ATO, Investments