FPA

Financial planning

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

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Financial planning

Consumer-dominated submissions reflect lack of confidence in watchdog. ...

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Financial planning

FPA gives research and marketing materials to FPSB members to promote CFP designation...

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Financial planning

The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....

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Financial planning

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. ...

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Financial planning

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

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Editorial

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

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Editorial

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

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Editorial

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...

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Editorial

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

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Editorial

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...

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Policy & Regulation

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

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Financial planning

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

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Superannuation

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. ...

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Financial planning

The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...

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