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| | | ... trademark for $60,000 without Ms Korolak 's licence." "As a licensed financial planner and member of Financial Advice Association Australia (FAAA), Ms Campbell is bound by a Code of Conduct to act with integrity, objectivity, and fairness. As a result ... |
| | | | ... of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Financial Advice Association Australia (FAAA) chief executive Sarah Abood said there is less immediacy for banks and life insurers to enter advice. "Banks ... |
| | | | ... administration by close to 40% with two fresh mandate wins. According to the latest Australian Custodial Services Association (ACSA) statistics, HSBC Custody Nominees added more than $20 billion to its assets under custody in the six months to December ... |
| | | | ... financial services businesses, according to McCrindle Research principal Mark McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these ... |
| | | | ... only when dealing with clients but as early as the onboarding process. Bobbin told delegates on day three of the SMSF Association Conference in Brisbane that this involves reassessing their client communication tools. "Because this is setting you up ... |
| | | | ... Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder Fraser Jack warned delegates that the chances of getting hacked ... |
| | | | ... the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said market research has shown that primary producers have a higher impact from this tax than others, due ... |
| | | | ... off from using SMSFs as an alternative retirement savings vehicle, according to an expert. Presenting at the SMSF Association National Conference, Heffron Consulting managing director Meg Heffron called on SMSF professionals to put some perspective around ... |
| | | | ... that some Australians can have additional disposable income to contribute to superannuation, according to the SMSF Association. From 1 July 2024, the standard concessional contribution cap will increase from $27,500 to $30,000. The non-concessional contribution ... |
| | | | ... imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association Conference 2024, Braun noted that there are various ways for financial advisers to make the most of AI in their businesses. ... |
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