financial planning association

FINANCIAL PLANNING ASSOCIATION

Financial planning

James Kenny empowers the next generation of planners

James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...

Editorial

Easing others’ path to success

Unified Financial Services principal and industry veteran Michelle Tate-Lovery has been awarded the inaugural Money Management / Super Review Mentor of the Year title. ...

Editorial

How to energise your community

Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

Editorial

A burning drive to excel

Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...

Editorial

Honesty was the best policy

Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....

Superannuation

Leading from the front in superannuation

Linda Elkins has been named Superannuation Executive of the Year in Money Management/Super Review’s Women in Financial Services Awards 2013. ...

Editorial

Coalition begins delivering on expectations

It was probably inevitable that within two months of gaining office and with a minimum of fuss, the Coalition Government has sought to undo some of the last legislative a...

Editorial

Does ASIC have the power and resources it needs?

'Does ASIC have the power and the resources to fulfil its task as corporate watchdog?' is the question the Australian Senate is asking as part of its review of the regula...

Editorial

Can we control ourselves?

The Financial Planning Association has canvassed the possibility of a professional association regulating the industry alongside ASIC but, as Mike Taylor writes, many wil...

Editorial

With ASIC, you get what you pay for

Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...

Policy & Regulation

Industry welcomes tax announcement

The financial services industry has broadly welcomed the Government’s move to abolish the proposed tax on super earnings over $100,000....

Financial planning

FPA canvasses co-regulatory model with ASIC

FPA canvasses two-way working relationship between professional bodies such as itself and ASIC....

Superannuation

Govt acts on super earnings and self education

Industry welcomes Government's changes to self education expenses and the tax on superannuation earnings over $100,000. ...

Superannuation

ASIC must deter SMSF property spruikers

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...