AAP UPDATE | 30 SEPTEMBER 2016

/AAP UPDATE | 30 SEPTEMBER 2016
AAP UPDATE | 30 SEPTEMBER 2016 2017-02-10T11:35:47+00:00

KNOWLEDGE IS POWER!

Gain up to 4.70 valuable continuing professional development (CPD) points across a range of knowledge areas by attending our upcoming Spring Masterclass event.

REMEMBER: Centrepoint Licensee Solutions Advisers (AAP) will not be charged to attend this event.

We will be covering topics including strategic advice, investment techniques, the latest in compliance, risk insurance, as well as facilitating Q&A sessions and networking opportunities.

Check out the agenda today, and don’t miss this fantastic opportunity to start spring on the right foot.

Register for the Spring Masterclass event closest to you!

We look forward to seeing you!

 

VIEWPOINTS

ASIC RELEASES GUIDELINES FOR BEST PRACTICE FINANCIAL ADVICE

ASIC has released its Corporate Plan for 2016-17. And, for the first time ever, ASIC have described what they want to see in the financial advice space.

General Counsel, Marty Carne, summarises it here.

CHANGES TO SUPERANNUATION BUDGET MEASURES

On 15 September 2016 Scott Morrison, Treasurer, and Kelly O’Dwyer, Minister for Revenue and Financial Services, held a joint press conference to announce major changes to some of the superannuation measures that were announced in the 2016/17 Federal Budget.

Peter Kelly summarises the key outcomes for financial advisers and their clients.

 

UPCOMING CPD EVENTS: OCTOBER 2016

SUPERANNUATION AND DIVORCE: COMPLICATED BUT ESSENTIAL

Today divorce rates are on the rise. Be as prepared as you can to provide advice on this complicated issue. This session will explore various issues related to superannuation and divorce – don’t miss out.

Presenter: Joshua Rundmann and Ling Wang, Technical Services Manager, IOOF

Suitable For: Financial Advisers, Tax (Financial) Advisers, Paraplanners, Accountants, and Support Staff

Knowledge Area: Superannuation and SMSF

 

SUPERANNUATION AND DIVORCE – COMPLICATED BUT ESSENTIAL
Tuesday, 4 October 2016 10.30 am – 11:30am (AEST) Click here to register.
Wednesday, 5 October 2016 2.30 pm – 3.30 pm (AEST) Click here to register.

INDUSTRY FUNDS: BEST INTEREST DUTY AND OTHER PLANNING CONSIDERATIONS

In this webinar we will share proven strategies and concepts that will maximise the value of your insurance advice. With so much industry change occurring we will also update you on how AMP’s product and service offering will help you achieve the best outcomes for your clients, and your business.

Presenter: Chris Kirby, Head of Technical Strategies – Risk, AMP

Suitable For: Financial Advisers, Tax (Financial) Advisers, Paraplanners, Accountants, and Support Staff

Knowledge Area: Life Insurance

INDUSTRY FUNDS: BEST INTEREST DUTY AND OTHER PLANNING CONSIDERATIONS
Thursday, 6 October 2016 2.30 pm – 3.30 pm (AEST) Click here to register.
Thursday, 13 October 2016 10.30 am – 11.30 am (AEST) Click here to register.

CLIENT RESOURCES

REALISE YOUR DREAM BLOG

It seemed like a good idea at the time!

As we journey through life, we often acquire things that “seemed like a good idea at the time”. But in the big scheme of things; we now recognise that these possessions are holding us back.

Read more on this topic from Peter Kelly here.

PREPARE FOR LIFE: ISSUE 23 NOW AVAILABLE!

Issue 23 of Prepare for Life is now available! ‘Spring’ into this new edition as Peter Kelly takes you through cleaning up your Age Pension, Katherine Ashby from BT Financial Group talks the best insurance cover for you, and as we ‘giddy up’ for Spring Racing Carnival – Mark Teale reminds us the importance of good money management in a gambling culture.

Get your copy here.

Have any story ideas from your clients? Let us know! We would be keen to hear them for future editions – please contact marketingandcomms@cpal.com.au.