fpa chief executive

Financial planning

The Financial Planning Association grows its social media presence amid legislative change....

Financial planning

The FPA has been granted the status of recognised tax agent association by the Tax Practitioners Board, which acknowledged the FPA's code of conduct meets its requirement...

Financial planning

ISN urged to stop anti-financial planner advertising post-FOFA

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

Financial planning

FPA urges forward-looking approach to FOFA outcome

The FPA has outlined to members the outcome of the FOFA changes and has urged industry unity despite last week's controversial issues....

Policy & Regulation

Divided industry in wake of FOFA bills

Strongly divergent views have emerged from Australia's major financial planning organisations in the wake of the FOFA bills, while the Opposition has made a policy commit...

Policy & Regulation

AFA urges Bill Shorten's direct involvement

The Association of Financial Advisers urges Bill Shorten to become involved in FOFA discussion rather than allowing Industry Super Network to act as an intermediary....

Financial planning

Cormann in disbelief over alleged FOFA deal

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...

Financial planning

FPA addresses shadow shop failures with workshops

The FPA has announced a series of educational workshops that will address recent poor results from ASIC's financial planning shadow shop....

Policy & Regulation

Document hints at FOFA deal

A document has circulated purporting to show an agreement between the Financial Planning Association and Industry Super Network involving a trade-off, conceding opt-in ag...

Policy & Regulation

FOFA amendments still needed despite delay

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

Policy & Regulation

Parliament scheduled to debate FOFA today

All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....

Policy & Regulation

FOFA flaws outlined in FPA letter to independents

The FPA has written to the key independents outlining the flaws in the FOFA bills and seeking support for amendments....

Policy & Regulation

FPA and AFA lobby on FOFA key issues

Both the FPA and AFA have distilled their lobbying on FOFA to sets of key issues and vow to maintain the fight....

Policy & Regulation

FPA asks for a one-year transition on FOFA

The Financial Planning Association has asked the Government to allow a one-year transition timeframe for the implementation of the Future of Financial Advice reforms....

Superannuation

Annuities and contributions caps pushed at Superannuation Roundtable

While Challenger has sought to put annuities on the agenda for the first Superannuation Roundtable meeting, the FPA is pushing its own line on concessional contributions ...