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Showing 291 - 300 of 5370 results for "Association"

Cbus lacks stringent director, expenditure policies: Deloitte

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... management role in a Registered Organisation, defined in the Skills Assessment as a union, member, employer or industry association or NGO where these organisations are unlikely to have provided direct experience of the superannuation industry." Deloitte ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... periods and make a real difference in their lives. According to a panel of experts at the recent Financial Advice Association Australia (FAAA) Congress, advisers' insights into clients' financial lives and how this intersects with their personal ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... (CSLR), treating it as an 'insurance policy'. Several CSLR issues were brought to light at the Financial Advice Association Australia (FAAA) Congress last week, starting with the lax consequences for firms that fail to pay an AFCA determination. ...

Objective of super enshrined in law

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... settings and reinforces the strong system fundamentals needed to successfully evolve the system." Reinforcing this, Association of Superannuation Funds of Australia chief executive Mary Delahunty said: "Australians need to know their superannuation is ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... compensation and how it interplays with the Compensation Scheme of Last Resort (CSLR) raised concerns at the Financial Advice Association Australia (FAAA) Congress. By way of example, FAAA chief executive Sarah Abood pointed to a recent AFCA case whereby ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
The Financial Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... according to Retrac director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day two that advisers need "to be careful" with how AI is used. This includes all advice ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... earned "profession" status and has the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice profession will at least be co-regulated ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... distinctly delineate between its proposed new class of advisers (NCAs) and financial advisers, the Financial Advice Association Australia (FAAA) warns in anticipation of the looming Delivering Better Financial Outcomes (DBFO) Tranche 2 reforms. Addressing ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... non-residential properties. The average assets per SMSF sits at $1.55 million while the median is about $877,500. SMSF Association chief executive Peter Burgess said while the figures are estimates, they underscore the confidence Australians place in ...