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Experience pathway — good or bad for the industry?

Feelings are mixed regarding the implementation of the experience pathway. Last month, Financial Services Minister Stephen Jones confirmed that the provisions for the implementation of the experienc

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Association-of-financial-advisers
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ASIC issues flow chart on classification of tax (financial) advisers

The Corporate Regulator has released a flow chart to assist help advisers determine whether they can provide tax advice services to retail clients as a relevant provider. Earlier this month ASIC issue

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Australian-financial-services
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Can you provide tax advice services to retail clients as a relevant provider?

The corporate regulator has released a flow chart on the classification of tax (financial) advisers. Earlier this month ASIC issued an announcement that its Financial Advisers Register (FAR) will disp

Australia
Australian
Australian-financial-services
Association-of-financial-advisers
Financial-advisers-register
Information-sheet
Advice-bill
Tax-practitioners
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Provide
Tax

'We want to see it limited': FPA eyes damage limitation for experience pathway

Financial services minister Stephen Jones will push on with the experience pathway, but the Financial Planning Association is working to prevent the impact a carve out of the education standard will have on the professional standing of the advice industry.

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QAR to be released in coming weeks

The Financial Services Minister is due to publish Michelle Levy’s final QAR report in a matter of weeks, according to sister title ifa. Stephen Jones is unlikely to release his findings regarding th

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Association-of-financial-advisers
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