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ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024   3:48PM
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the current system isn't supporting that need.

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ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.

Budget 2024: Stage 3 tax cuts to take effect July 1

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.

Budget 2024: Cost of living relief takes centre stage

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
A report from Deloitte found the industry is struggling to think about the future of advice due to the lingering effects of the Royal Commission.

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Proposed changes to the wholesale investor test potentially have sprawling ramifications for financial advisers and is something some experts say will need to be thoroughly nutted out before the government pushes any reforms over the line.

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Investment and financial advisers are coming together to pressure the federal government more than ever to make the profession more sustainable by being flexible in recognising more degrees, the Stockbrokers and Investment Advisers Association (SIAA) ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The FAAA has called on the government to make changes to the CSLR and the ASIC funding levy ahead of tonight's Federal Budget.

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
The Australian Financial Complaints Authority added 544 more Dixon Advisory-specific victims to total 2492 complaints at the end of April, which will further exacerbate the levy financial advisers must pay.
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