News
Treasury consultation of stamping fee exemption
Media statement in response to the Morrison Government’s response to Treasury consultation of stamping fee exemption The Financial Planning Association welcomes the removal of the exemption that allows stamping fees on listed investment entities, and now calls on the Senate to urgently turn its attention to the FASEA extension bill that was recently delayed. We welcome […]
Read MoreFPA launches free guide for consumers to plan their life on the other side of the pandemic
Recognising the financial uncertainty that COVID-19 has caused in the lives of many Australians, the Financial Planning Association of Australia (FPA) has released a free guide Financial planning in uncertain times to help consumers manage their finances during the crisis. The guide equips Australians with valuable tips and advice from the global community of CFP® […]
Read MoreFPA response to deferral of Royal Commission recommendations due to COVID-19
The FPA welcomes the Government’s clarity on the timings around the measures the Government had indicated it would introduce into the Parliament by 30 June 2020. However, given the current uncertain environment, the FPA believes the Government should remain open to reviewing the timeline as we progress through the next stage of this global health and […]
Read MoreSenator the Hon Jane Hume confirms FASEA extension legislation is on the Senate’s agenda in live FPA webinar
Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, joined FPA CEO, Dante De Gori CFP®, in a live webinar on 7 May, to provide FPA members with an update on the current issues in financial planning, the Government’s response to the Financial Services Royal Commission and the future of […]
Read MoreStrong demand for early super access prompts FPA to launch digital Record of Advice solution for members
The Financial Planning Association of Australia (FPA) has today announced the availability of digital versions of the Record of Advice (ROA) solution ‘template’ to support members who have been inundated with requests for advice, following strong demand for early super access.
Read MoreFinancial planners asked to nominate their local charities for 2020 Future2 Foundation grants
The Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA), has opened applications for its 2020 Make the Difference! Grants program that supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship. Financial planners can contribute to Future2 by nominating their local charities for the annual grants […]
Read MoreSenator the Hon Jane Hume to address key financial planning industry issues in live online FPA event
The Financial Planning Association of Australia (FPA) is pleased to announce that Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, will join FPA members in a live webinar on 7 May. Hosted by FPA CEO Dante De Gori CFP® , this online event is exclusive to FPA members who […]
Read MoreEarly access to super COVID-19 measure: Joint bodies ensure Australians can easily access professional advice
Five major Australian professional bodies – CPA Australia, Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association (SMSFA), Financial Planning Association (FPA) and Institute of Public Accountants (IPA) – have joined forces to ensure Australians can get the advice they need to understand the Federal Government’s COVID-19 economic packages, including early access to their […]
Read MoreFPA welcomes ASIC Regulatory Relief for financial planners around COVID-19
The Financial Planning Association of Australia (FPA) welcomes ASIC’s new regulatory relief, which will make it easier for financial planners to help Australians during COVID-19. The FPA has strongly advocated for a reduction in regulatory burdens on behalf of all financial planners across Australia, as well as working cooperatively with four other associations as part […]
Read MoreConsumer group attack on financial planners is unjustified as Australians battle COVID-19 crisis
The Financial Planning Association of Australia (FPA) is extremely disappointed by the statements made by consumer group Choice that Australians should consult a financial counsellor rather than a financial adviser about early access to superannuation. Choice Policy and Campaigns Adviser Patrick Veyret was quoted in a Money Management article today (9 April) encouraging those in […]
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