IFA Magazine

www.ifa.com.au is an exciting digital resource that delivers daily online news, analysis, reports and business strategy plus a host of feature articles gea

The hub has been specifically designed with advisers front and centre and focuses specifically on the issues and industry developments that are of greatest significance to the evolving financial planning industry. Importantly, it connects advisers with other advisers – offering the tools, resources and capabilities to share best practice, experiences and insights while giving them a voice to champ

ion the growth of the industry. The new website, e-bulletin, iPad App and related products deliver cutting edge interaction to advisers, including forum discussions, video broadcasts, blogs and straw polls, social networking as well as the latest news and business intelligence from across the industry. Momentum Media, the creator of www.ifa.com.au, has a proven track record developing industry engagement tools for financial markets and is recognised as the leading Australian publisher for the delivery of integrated media platforms.

27/06/2024

The chief executive of the FAAA says getting on the “front foot” and regrowing the advice profession is one of the big themes for the next financial year.

26/06/2024

The Liberal senator says he will address “pain points” for the financial advice profession in the upcoming report on the regulator’s investigation and enforcement activities.

25/06/2024

A new petition is calling on the government to fix the CSLR levy and DBFO legislation, which it says “threatens the accessibility of quality advice”.

25/06/2024

The InvestorDaily Private Markets Investing 2024 Special Report unfolds across four chapters, each focusing on a distinct alternative investment assets.

This guide includes details on:

- Private equity with MLC
- Private credit with Challenger
- Infrastructure with Dexus
- Real estate with Qualitas

Get the full copy of the FREE e-book by signing up today! https://bit.ly/45vIydh

24/06/2024

The corporate regulator has submitted a supplementary submission to deny obfuscation to the inquiry probing its enforcement capabilities.

24/06/2024

The strong advocacy from the advice sector did little to sway the Senate economics legislation committee, but could the contentious s99FA measures still be changed?

24/06/2024

In their dissenting report on the first DBFO bill, Coalition senators have called out the government’s “incompetent legislative drafting”.

21/06/2024

The economics legislation committee has released its findings on the DBFO bill, and the controversial section 99FA.

21/06/2024

AIOFP technical chair Lionel Rodrigues says trustee discretion on advice fees was “not the intent” of Michelle Levy’s final QAR report.

20/06/2024

The economics legislation committee has pushed back the release of its findings on the DBFO bill.

20/06/2024

The Coalition has asked the government to remove section 99FA from the DBFO bill in a letter addressed to Jones.

20/06/2024

: Cable Rickard discusses the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in: https://bit.ly/4erTLPZ

19/06/2024

Explore the four key asset classes that will empower professionals to navigate market uncertainties and achieve diversified and resilient portfolios.

To guide you understand the complexities of alternative investment, download the FREE e-book now! https://bit.ly/45vIydh

19/06/2024

In partnership with Zenith Investment Partners, discover the most prominent regulatory challenges to address in 2024 that will impact a significant number of companies and fund managers.

Keen to learn more? Sign up today and get a FREE copy of the report! https://bit.ly/3U1idQ4

14/06/2024

The CEO of the Super Members Council says her remarks were “not intended to be generalised to all financial advisers”.

14/06/2024

The Super Members Council has drawn the ire of the financial advice community after it used “inflammatory and inaccurate language” to label advisers as “dodgy”.

14/06/2024

The government’s update to the DBFO bill’s explanatory memorandum will do little to clarify trustee obligations without explicit changes to the legislation itself, according to the Law Council of Australia.

14/06/2024

: Host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. Tune in: https://bit.ly/4eAsL0X

14/06/2024

"My assessment is that the bill, despite strong opposition voiced during Thursday’s debate, is poised to smoothly pass through the Senate in its current form."

Op-Ed After devoting four hours of my day to watching the Senate economics legislation committee debate the Delivering Better Financial Outcomes (DBFO) bill, I am inclined to believe, albeit possibly biased, that the government is indifferent to the ...

13/06/2024

Follow our live blog here. Very interesting discussions being had.

The first Delivering Better Financial Outcomes (DBFO) bill is the subject of a public hearing taking place in Parliament today. ifa brings you a live blog where you can keep track of the latest updates.

12/06/2024

The AIOFP has thrown its support behind a letter writing campaign that can “educate clients and intimidate politicians” ahead of the upcoming federal election.

12/06/2024

A group representing industry super funds has fully endorsed the draft legislation, which proposes that trustees must review SOAs before satisfying members’ requests for advice payments.

12/06/2024

Rules-based index funds and ETFs align investors’ portfolios with values and objectives, while a growing universe of thematic exposures addresses challenges for investment return.

But what are these challenges?

Find out by reading InvestorDaily’s ESG 2024 Special Report discussed by one of our partners, Betashares. Sign up now to access your FREE copy. https://bit.ly/3U1idQ4

11/06/2024

The SMSF Association is calling on the government to amend the legislation governing the GST treatment of adviser fees to avoid increased costs being passed on to consumers.

11/06/2024

The government is consulting on the draft regulations that support the implementation of the first tranche of its response to the Quality of Advice Review.

11/06/2024

Many advisers are looking to the QAR reforms for relief on SOAs; however, there is nothing in the regulations stopping the use of video right now, according to these advisers.

Many advisers are looking to the QAR reforms for relief on SOAs, however there is nothing in the regulations stopping the use of video right now, according to these advisers.

06/06/2024

: Hans Egger of Astute Wheel delves into the importance of client portals for financial advisers. Tune in: https://bit.ly/4c37A5e

06/06/2024

Panellists Tim Rogers, Head of Distribution at DASH Technology Group, and James O'Reilly, Director at Northeast Wealth, share their insights on navigating intergenerational wealth transfer.

Their session explore the unique financial perspectives and values of Gen X, Gen Z and Millennials, focusing on their changing needs in relation to technology and information preferences.

05/06/2024

The Adviser Innovation Summit is kicking off in Melbourne with a fantastic turnout!

Thank you to all the attendees who have joined us to unlock the secrets to building stronger client relationships, navigating regulatory changes, and thriving in today's dynamic landscape.

Looking forward to a day filled with insightful discussions and innovative ideas!

We would also like to extend our thanks to our partners for making this event possible.

05/06/2024

: Host Maja Garaca Djurdjevic is joined by Michael Pillemer of PPS Mutual to discuss the sustainability and advantages of the mutual insurance model. Tune in: https://bit.ly/4c92cNZ

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Videos

What do successful businesses look like in 2024? Navigate the future of the financial services sector with Eugene Ardino, CEO of Lifespan Financial planning, together with Steve Prendeville, Founder and Director of Forte Asset Solutions. Gain insights into the industry’s current and future trends, and explore the concept of transformative business solutions to overcome challenges and unlock growth opportunities. Watch this clip to hear directly from Eugene on what you can expect in their session! Visit the website via the link to read more in-depth about the day’s sessions and to secure your ticket. https://bit.ly/3V9Dd8f #AdviserInnovationSummit #Innovation #technology #finance #advisers #business #clients #AdviserInnovation

Marc Fabris, Digital Consultant and Founder of Risk Hub, together with Michael Pillemer, Chief Executive of PPS Mutual, will deep dive into significant investments in digital advancements to streamline financial advisory tasks and explore the need to simplify current product roles to foster industry growth. Take a look at this clip to hear directly from Marc on what you can expect in their session! Tickets are limited and selling out fast. Visit the website now to get yours. https://bit.ly/3V9Dd8f #AdviserInnovationSummit #Innovation #technology #finance #advisers #business #clients #AdviserInnovation

That’s a wrap on our Australian Wealth Management Summit 2024! A huge thank you to everyone who attended. This summit provided attendees with insights, opportunities, and valuable knowledge about the latest trends and strategies shaping the wealth management landscape. Check out this clip to hear directly from some of our attendees. Keen to attend in 2025? Visit australianwealthmanagementsummit.com.au to register your interest to attend for 2025. https://bit.ly/49XYplT #AustralianWealthManagementSummit #wealth #finance #strategy #investment #management #success

The opportunities and challenges of decarbonising Australia presents a critical issue that demands urgent attention. Hear directly from David Ho, Head of Index Investments Group, Pacific (Australia & New Zealand), FTSE Russell, LSEG at the Australian Wealth Management Summit on how we can contribute to a sustainable future while also achieving financial success. Secure your ticket NOW. https://bit.ly/49XYplT #AustralianWealthManagementSummit #wealth #finance #strategy #investment #management #success

The Adviser Innovation Summit is back for 2024!

The Adviser Innovation Summit is back for 2024! This exclusive experience is designed for financial advisers. Immerse yourself in insights from the Quality of Advice Review, delivered by expert industry speakers. Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of successful businesses. Visit the website via the link here to read more in-depth about the day’s sessions and to secure your first release ticket. https://bit.ly/3V9Dd8f #AdviserInnovationSummit #Innovation #technology #finance #advisers #business #clients #AdviserInnovation

What lessons should your business learn from the Optus hack?

Phillip Tarrant, director of Cyber Security Connect, Major General (Ret’d) Dr Marcus Thompson AM, director of Cyber Compass, and Adam McCarthy, CEO of Paraflare, sat together at Landforces to discuss the lessons your business MUST learn from the Optus hack. We'll dive deep into the data breach that has affected more than 40% Australians and businesses and unpack the ways it could've been prevented. Watch the live stream playback for free on our website! Head over to http://ow.ly/SlN250L8H1w to register. Cyber Security Connect Defence Connect #CyberSecurityConnect #data #defence #security #breach #optus #livestream

Stream the latest HR Leader Webcast and discover advice that will help you create an effective culture and drive greater business results.

Stream the latest HR Leader Webcast and discover advice that will help you create an effective culture and drive greater business results. We have unpacked 1,024 participants' thoughts and perceptions about what business leaders, HR leaders, and decision-makers need to examine nowadays and how this can have organisation-wide flow-on effects. Register now to watch! http://ow.ly/XAAH50KyrIm The Access Group #HRLeader #humanresources #hr #leaders #research

Maja Garaca Djurdjevic, Editor of Wealth, invites you to the Women in Finance Awards!

We are beyond ecstatic to announce the return of the Women in Finance Awards this year! Maja Garaca Djurdjevic, Editor of Wealth, invites you to celebrate and recognise the outstanding women influencing the Australian finance industry. Nominations and submissions are now open! Jump onto the website today to get involved this year! http://ow.ly/mG2s50KoUlS Mortgage Choice (Australia) #womeninfinanceawards #women #finance #accountants #financialservices #mortgagebroking #financialadvice

We are excited to announce the launch of the Women in Finance Awards for 2022!

We are excited to announce the launch of the Women in Finance Awards for 2022! This prestigious national awards program presents an exceptional opportunity for leading women to showcase their achievements, attract more clients and propel their career, on top of giving them the recognition they deserve. If you are an exceptional woman working in the financial industry, or know someone who is, this is the awards program to be recognised in. Send in a submission or nominate a deserving candidate today! http://ow.ly/hGZq50Kkwsy Mortgage Choice (Australia) #womeninfinanceawards #women #finance #accountants #financialservices #mortgagebroking #financialadvice

Hear from last year's delegates on why you should get involved in this year's ifa excellence awards!

Our ifa Excellence Awards has officially launched for 2022 and nominations and submissions are now open. Throughout its journey, this esteemed awards program celebrates the achievements and excellence of the financial advice industry’s most successful professionals and businesses. Hear from last year's delegates about the upcoming event and why you should get involved. Be a part of this groundbreaking initiative and put your peers, colleagues or yourself forward for these coveted accolades. Visit our website to get started! http://ow.ly/cvef50KjGHs #ifaexcellenceawards #awards #recognition

We are excited to announce the launch of the Women in Finance Awards for 2022!

We are excited to announce the launch of the Women in Finance Awards for 2022! This prestigious national awards program presents an exceptional opportunity for leading women to showcase their achievements, attract more clients and propel their career, on top of giving them the recognition they deserve. If you are an exceptional woman working in the financial industry, or know someone who is, this is the awards program to be recognised in. Send in a submission or nominate a deserving candidate today! http://ow.ly/VIo050Khmm8 #womeninfinanceawards #women #finance #accountants #financialservices #mortgagebroking #financialadvice

James Veigli, Founder and CEO of Broker Profits Vault, will be joining us at the New Broker Academy!

We’re excited to reveal that James Veigli, Founder and CEO of Broker Profits Vault, will be joining us at the New Broker Academy this year! He'll help us unpack advise on building a sustainable, high-performing mortgage business from the ground up. Don't miss the chance to kickstart your career in broking. Secure your place, jump to the website now! http://ow.ly/XJhj50K98XY NextGen #NewBrokerAcademy #TheAdviser #brokers #workshop #NewBrokers

The Adviser's Kate Aubrey chats to us here on the vital knowledge you’ll gain by attending this year's New Broker Academy in September.

The Adviser's Kate Aubrey chats to us here on the vital knowledge you’ll gain by attending this year's New Broker Academy in September, including a deep-dive into the actionable strategies and tactics to help you get started on building a new brokerage business with outstanding outcomes for you clients. Register for FREE now and earn CPD! http://ow.ly/LFCv50JRc4E NextGen #NewBrokerAcademy #TheAdviser #brokers #workshop #NewBrokers

Did you miss our webcast?

Did you miss our webcast? You can still watch leading experts provide insights from over 30 years of property investment and funds management experience, about where the “smart money” is putting their investment capital. Follow the link to watch the full playback of the webcast now! http://ow.ly/KB6N50JC8aI Charter Hall #ifalive #webcast #inflation #commercialproperty #trends

On Friday, 10 December we hosted the prestigious Women in Finance Awards for 2021. Our esteemed awards program acknowledged the incredible women leading across the financial advice industry, bestowing them with a well-deserved accolade and recognition for their achievements. A big thank you to everyone who attended and made the ceremony an incredible success. We’ll be back to do it all over again this year, register your interest today to take part and receive future updates https://bit.ly/3GQ1kyV Thank you to our partners for your support Intuit QuickBooks ANZ Australia Act2 Solutions, AFG (Australian Finance Group) Finance Brokers Association of Australia Limited NextGen Mortgage EZY outsource Financial Sparrow Loans Australia Wealth Inspired - Property in SMSF Specialists So They Can Breast Cancer Network Australia Mortgage Choice (Australia)

On Wednesday, 17 November, financial advisers gathered at the Four Seasons in Sydney to discuss solutions to issues that have long plagued the industry. We had an incredible day packed with many thought-provoking ideas from the financial advice community. Thank you to everyone who attended, your input will pave the way to a brighter future in advice. Keep an eye out, we’ll be back in 2022 for another thrilling day of future-proofing the industry. Visit the website today to register your interest to attend: https://bit.ly/3pWsxsa We look forward to another successful year. Thank you to our partners for your support: MetLife Australia Midwinter Financial Services HUB24 Futurity Investment Group Charter Hall @asendium

On Wednesday, 17 November we hosted the prestigious ifa Excellence Awards for 2021. We had a massive evening of celebrating the exceptional advisers who led the charge throughout the past year. Congratulations again to all of our fantastic winners and thank you to everyone who came out for the celebration and made the night an incredible success. We’ll be back in 2022 to do it all over again, keep your eye out for updates. Use the link here https://bit.ly/3ybt1yo to register your interest for next year.