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Showing 721 - 730 of 1844 results for "The Association"

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... for the highest ethical standards and not "begrudgingly comply" with minimum standards simply because they must. The Association of Financial Advisers (AFA) will address ethics at its upcoming National Adviser Conference. Click to view the conference ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... help prevent any notional earnings accruing on excess transfer balance determinations," Maroney says. "As such, the association supports in principle the ATO's approach to administering this legislation, especially as the use of more sophisticated administration ...

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... conducted by McCrindle Research, compiles data from 2635 working-age Australians and was commissioned as part of the association's 2017 Financial Planning Week campaign.

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
The Association of Financial Advisers has released the final program for its 2017 National Adviser Conference. Carrying on the theme of 'taking advice beyond the horizon', highlights from the program include a panel session entitled 'Digital Solutions ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
... research shows that trustees are thirsty for information. A recent trustee survey about what they wanted from the association found that the top two priority areas were education and information on SMSF structure and compliance, followed by access to ...

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... "bucket" retirement strategy which provisions cash for short-term spending and growth assets for the long-term. Using the Association of Superannuation Funds of Australia (ASFA) retirement standard of an approximate $550,000 nest egg corresponding to ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... Under the new arrangement, Tasplan will provide qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial Professionals (AIOFP). AIOFP manager member services Ray Bailey said the deal "provides ...

Government cracks down on salary sacrifice loophole

EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
... government's reaction, but noted that it will only help "one in 10 affected by unpaid superannuation". According to the association's estimates, non-payment of compulsory superannuation affected almost three million entitled workers at an average of ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
The Association of Financial Advisers is calling on the broader financial services sector to help shape a new framework for adviser education, acknowledging all other existing frameworks in the market. The industry body will work with the Beddoes Institute ...