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Showing 1251 - 1260 of 10928 results for "Planning"

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
The number of Dixon Advisory and Superannuation Services complainants continues to grow as more former clients have come forward to the financial complaints body for potential compensation. The number of complainants has grown by about 100 to 1700 as ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days, members of the associations ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants Australia and New Zealand group executive Simon Grant ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ...

HUB24 appoints chief people officer

CASSANDRA BALDINI  |  THURSDAY, 2 FEB 2023
... the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client outcomes and drive efficiencies." Commenting ...

APRA outlines 2023 super priorities

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... trustees to account to improve member outcomes and address deficiencies. "Strong governance practices along with business planning and performance monitoring disciplines are essential to provide durable superannuation product offers that benefit members ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR). At an event hosted by PritchittBland, Levy said almost all stakeholders are unhappy with the current system; financial ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

Grollo Group buys Mt Hotham airport

CHLOE WALKER  |  TUESDAY, 31 JAN 2023
... sustainable, economically affordable accommodation to the public. "This land is beautifully positioned for that and hopefully planning is received on that basis, and the airport will continue to be open to government and the public as it always has been," ...