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Showing 191 - 200 of 2507 results for "Association of"

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction in 20 years.

ASIC continues to reprimand SMSF auditors

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... professional development, independent reviews of their audit files and tools, and notifying their professional association of the conditions. Additionally, 413 SMSF auditors have had their licences cancelled as part of ASIC's recent compliance program. ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... the last eight years and sits on multiple boards and external advisory committees. Earlier, she held roles at the Association of Financial Advisers, Pinnacle Practice, ING Australia and Bankers Trust. Also, Evan Poole, senior manager of advice best practice ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... year is the first big milestone for membership," she said. "This year it was the critical date for windup of the Association of Financial Advisers (AFA), and many of our members prefer to pay in the previous financial year in any case, for tax reasons." ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
Association of Superannuation Funds of Australia deputy chief executive Glenn McCrea says there will be a bit of change for super funds who aren't yet providing intra-fund advice but remains confident the sector can deliver for members. On a recent ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... in Australia in 2000. Tupicoffs managing dierctor Neil Kendall, who was also the chair of the Financial Planning Association of Australian between 2014 and 2018, received the honour. He is also the founder of Financial Rescue, which assists victims of ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... of fee consent, eradicating the Best Interests Duty Safe Harbour steps, were quick wins for the Financial Advice Association of Australia (FAAA). "These phase one responses show that the concerns of our sector have been heard. It is a sensible package ...

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... engagement. She has been with the fund, previously Sunsuper, for eight years, and also previously held roles with the Association of Financial Advisers, ING Australia and Bankers Trust. Finally, Anne Fuchs has been named executive general manager of ...

HESTA pushes for gig worker super entitlements

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
... towards achieving a fairer and more equitable superannuation framework for all Australians," Blakey concluded. The Association of Superannuation Funds of Australia (ASFA) previously noted that the growing prominence of gig economy jobs could lead to ...