Financial planning
Content Summary
2024
27 February 2024 - A joint submission on behalf of CPA Australia, with CA ANZ, IPA and the SMSF Association in response to Treasury's consultation on amendments to certain legislative instruments related to financial advisers.
10 January 2024
2023
29 September 2023 - Chartered Accountants Australia & New Zealand (CA ANZ), CPA Australia, the Institute of Public Accountants and the SMSF Association (the Joint Associations) welcome the opportunity to provide comments on the review of the regulatory framework for managed investment schemes consultation.
July 28 2023 - We strongly support the recommendations and proposals in Interim Report C and the ongoing efforts of the Australian Law Reform Commission to investigate how to simplify (by reframing and restructuring) the financial services law.
2022
7 October 2022
23 September 2022
16 September 2022
1 February 2022
4 February 2022
February 2022
2021
12 November 2021
20 August 2021
13 August 2021
2020
21 May 2020
27 March 2020
12 February 2020
7 February 2020
10 January 2020
2019
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Signing client declarations for loans
Signing client declarations for loans or providing a capacity to repay certificate are restricted activities
- Financial planning
Applying for your Australian credit licence
An Australian credit licence (ACL) authorises you and your representatives to engage in the credit activities that are specified on the licence.
- Financial planning
Become a credit representative
Compliance, regulation and the training requirements for becoming a credit representative
- Financial planning
Regulation of consumer credit
Understanding the regulation of consumer credit is vital for credit representatives
- Financial planning
Activities that can be provided without holding a credit licence
What you can and can’t provide to a consumer without an Australian credit licence
- Financial planning
Regulation of SMSF advice
Accountants often provide advice on SMSF to clients
- Financial planning