Examining the post-election policy issues
The big policy issues still confronting the Australian financial planning industry will be debated by some of the industry's most senior executives early next month.
Money Management has joined with the Financial Planning Association to convene the breakfast forum on 2 July at Sydney's Four Seasons Hotel, where speakers will include FPA chief executive Mark Rantall, AMP Financial Planning's Steve Helmich and Count Financial's David Lane.
At the top of the agenda are key issues such as the future of the Tax Agents Services Act, how the Future of Financial Advice changes might play out under a Coalition Government, and the unfinished agenda that is Stronger Super.
If you would like more information on this event or would like to book a seat click here.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
