financial planning association

FINANCIAL PLANNING ASSOCIATION

Editorial

Independents’ critical FOFA roles underscored

The Opposition spokesman on Financial Services, Senator Mathias Cormann, unquestionably hit a strong note with financial planners when he late last month told an Associat...

Financial planning

Oakeshott's opt-in comments welcomed

Recent comments by independent MP Rob Oakeshott that he does not support Labor's proposed two-year opt-in arrangements have been welcomed by both the Financial Planning A...

Financial planning

Michelle Woodgate named BDM of the Year

Asgard's Michelle Woodgate has been named Money Management BDM of the Year....

Financial planning

FPA calls for clearer definition of platforms

The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...

Financial planning

Entertainment expenses in the spotlight

The happy days of all-expenses-paid trips and free tickets to the country's top events will end should certain Future of Financial Advice reforms relating to soft dollar ...

Policy & Regulation

FPA claims FOFA creates double standard

The Financial Planning Association (FPA) has called on the Federal Government to reconsider its proposed ban on life insurance commissions within superannuation, saying i...

Editorial

Navigating the compliance minefield

Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...

People & Products

Infocus recruits head of professional standards

Dealer group Infocus Money Management has recruited Lyn Dixon as the new head of professional standards and compliance, to support, supervise and train advisers in the fi...

Policy & Regulation

Planners reject FOFA

More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...

Superannuation

Technology to combat industry fund advice

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

Policy & Regulation

Tell us how you feel about FOFA

Money Management wants to know how you feel about the proposed FOFA changes....

Editorial

End of the 'phony war' on FOFA

With the Government’s release of its Future of Financial Advice proposals, Mike Taylor writes that the financial planning industry now has a tangible target at whic...

Policy & Regulation

Risk commission ban key area of FOFA concern

A ban on risk commissions within superannuation has been one of the main areas of concern resulting from the Government's FOFA package....

Policy & Regulation

FPA to outline FOFA concerns

The FPA has outlined concerns about opt-in provisions and insurance bans within super outlined in the Government's Future of Financial Advice reforms....

Financial planning

Adviser liability remains a concern: FPA

Issues surrounding adviser liability remain a concern and will be discussed during the next phase of Government consultation regarding investor compensation, according to...