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January 21, 2023

Risk Regulatory Update

January 21, 2023/ Jessica Lloyd
  • AFA/FPA merger update

  • Olive Markets AFSL cancellation upheld by AAT

  • AIOFP recommendations for managing impact of LIF changes

  • ASIC: advisers can provide home equity advice

  • ASIC: Adviser exam fee increase

  • Westpac/BT class action settlement $29.5m

Read More
January 21, 2023/ Jessica Lloyd/
Insurance News
AFA, FPA, Olive Markets, AAT, AIOFP, FASEA, ASIC, BT, Westpac, Slater & Gordon, Regulatory Update
February 15, 2022

Fund Regulatory Update

February 15, 2022/ Jessica Lloyd
  • AIOFP wants specialist panel and ASIC to look at compliance

  • Retirement Income Covenant now law

  • ASFA wants baby bonus in super

Read More
February 15, 2022/ Jessica Lloyd/
Funds News
AIOFP, Government, ASFA, Regulatory Update
January 19, 2021

Risk Regulatory Updates

January 19, 2021/ Jessica Lloyd
  • AFCA rule changes forced by court

  • AIOFP offering university course

Read More
January 19, 2021/ Jessica Lloyd/
Insurance News
AIOFP, AFCA, ASIC, Regulatory Update
December 15, 2020

Risk Regulatory Updates

December 15, 2020/ Jessica Lloyd
  • AIOFP and TSA join forces to create one association

  • Regulations for financial advisers tabled in parliament

  • FASEA being wound up

  • FASEA approves new degrees, releases November exam results

  • APRA takes action against Westpac over liquidity standards

  • ASIC: group insurance cover poorly designed

Read More
December 15, 2020/ Jessica Lloyd/
Insurance News
ASIC, APRA, FASEA, Government, Royal Commission, AIOFP, TSA, Regulatory Update
August 21, 2018

AIOFP launches petition against FASEA proposals

August 21, 2018/ Jessica Lloyd

The AIOFP has launched an aggressive campaign to get FASEA to backtrack on its financial adviser education proposals.

Read More
August 21, 2018/ Jessica Lloyd/
FASEA, AIOFP
July 24, 2017

Risk Product, Company and Regulatory Update as at 24 July

July 24, 2017/ Jessica Lloyd
  • ANZ upgrades life insurance process
  • Advice group joins AIOFP
  • AFA partnering up for educational rethink
  • Countplus sells and merges firm
Read More
July 24, 2017/ Jessica Lloyd/
Insurance News
Countplus, Total Financial Solutions, AFA, Beddoes Institute, Asteron Life, Kaplan, Tasplan, AIOFP, ANZ Wealth
June 27, 2017

Risk Product, Company and Regulatory Updates as at 27 June 2017

June 27, 2017/ Jessica Lloyd
  • MDRT recognises AIOFP
  • ASIC clarifies position on 'independently owned'
  • ASIC temporarily extends time to provide SoAs
Read More
June 27, 2017/ Jessica Lloyd/
Insurance News
MDRT, AIOFP, ASIC
July 23, 2015

AIOFP and AFA seek clawback amendments

July 23, 2015/ Jessica Lloyd

AIOFP and AFA have submitted proposals asking the federal government to amend the clawback timeframe that has been laid out for advisers providing risk products to clients.

Read More
July 23, 2015/ Jessica Lloyd/ Comment
Insurance News
AFA, AIOFP
 

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