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Showing 1 - 10 of 1577 results for %22Association of Financial Advisers%22

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... round, advisers will foot the bill of $18.5 million to cover the period of July 1 to 30 June 2025. Financial Advice Association Australia chief executive Sarah Abood slammed the new levy, calculating that among the 15,624 registered advisers, they will ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... Club. He also chairs Pinstripe Media, a content creation company he founded in 2005. In 2018, Koch partnered with the Association of Financial Advisers - now Financial Advice Association Australia - on a consumer event promoting the value of financial ...

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... per year. ASIC will continue to engage with firms on meeting this requirement," the regulator said. Financial Advice Association Australia (FAAA) general manager policy of advocacy Phil Anderson told a recent Financial Standard podcast that the IDR is ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... professional years. "We are excited to join a progressive, like-minded, financial planning organisation. This new association with the Coastal Advice Group offers our clients access to a deeper and more engaged client experience as well as securing Compass ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... 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 ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... 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 ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... 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 ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... 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 ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... 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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