Association of Financial Advisers

Policy – Start of 2023

The 2022 year ended relatively quietly in a policy sense, with the Quality of Advice Review final report handed to the Minister on 16 December 2022, however not yet publicly […]

ASIC announces tax (financial) adviser status to be reported on the FAR

Early in January 2023, ASIC issued an announcement that they were going to be publishing a financial adviser’s tax (financial) advice status on the Financial Adviser Register (FAR) from 1 […]

Providing advice on the Home Equity Access Scheme

The Australian Government offers a scheme where Australians of pension age with a residential property can obtain a loan from the Federal Government that is secured against the person’s house. […]

AFA and FPA enter second round of member consultation

Wednesday 14 December 2022 The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have entered the second round of consultation with members on the proposed […]

AFA submission on the ASIC Industry Funding Model Review

At the end of August 2021, when announcing the ASIC Funding Levy relief for financial advisers, former Treasurer Josh Frydenberg announced that there would be a review of the ASIC […]