IFA Magazine

02/12/2025

Tomorrow night, we celebrate! 🌟

Over 400 industry leaders and professionals will step into the Hilton Sydney, dressed in their finest, for the 2025 ifa Excellence Awards.

It’s set to be an unforgettable evening recognising outstanding achievement, innovation, and excellence across the financial advice sector.

See the 2025 finalists here - https://www.ifaexcellenceawards.com.au/winners/2025-winners-and-finalists

01/12/2025

3 days to go!

The 2025 ifa Excellence Awards is returning for a night of celebration this Thursday at the Hilton Sydney, who do you think will come away with a trophy? 👀

Winning an ifa Excellence Award is a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation.

See the list of finalists here 👉 https://www.ifaexcellenceawards.com.au/winners/2025-winners-and-finalists

02/11/2025

ASIC’s guidance on digital asset innovation and consumer protection will require digital asset businesses to have an AFSL, which also means they will need to be members of AFCA.

ASIC’s guidance on digital asset innovation and consumer protection will require digital asset businesses to have an AFSL, which also means they will need to be members of AFCA.

31/10/2025

Despite being fraught with potential emotional difficulty, advisers need to be talking to clients about how their wealth will be transferred between generations.

Despite being fraught with potential emotional difficulty, advisers need to be talking to clients about how their wealth will be transferred between generations.

31/10/2025

The minister has addressed the super fund trustee’s calls for government assistance to cover its members’ $101 million exposure to First Guardian, while Equity Trustees has confirmed it will also go down this route as it continues to refute wrongdoing.

The minister has addressed the super fund trustee’s calls for government assistance to cover its members’ $101 million exposure to First Guardian, while Equity Trustees has confirmed it will also go down this route as it continues to refute wrongdoin...

29/10/2025

: Liz McCarthy and Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency. Tune in: https://bit.ly/3JASVpq

29/10/2025

The association’s members have voted on three board positions, resulting in two new appointments and one re-election.

The association’s members have voted on three board positions, resulting in two new appointments and one re-election.

29/10/2025

The former director of Shield’s responsible entity and the court-appointed liquidators tasked with recovering funds are trading barbs through media releases, while no one can agree on who will cover the costs for investors.

28/10/2025

The Actuaries Institute has released what it called the Help, Guidance and Advice (HGA) framework, which it believes can enable “millions of people of all ages to receive support”.

28/10/2025

The firm’s super fund trustee subsidiary has applied for government financial assistance to cover the potential fallout for 1,088 of its members caught up in the scandal.

The firm’s super fund trustee subsidiary has applied for government financial assistance to cover the potential fallout for 1,088 of its members caught up in the scandal.

28/10/2025

The Federal Court has imposed a range of further restrictions on embattled former adviser Ferras Merhi and his firms, which ASIC said were paid a combined $37 million in either advice fees or marketing payments related to First Guardian and Shield.

The Federal Court has imposed a range of further restrictions on embattled former adviser Ferras Merhi and his firms, which ASIC said were paid a combined $37 million in either advice fees or marketing payments related to First Guardian and Shield.

27/10/2025

The fallout for individuals connected with United Global Capital has continued, with an auditor losing their registration for “extensive and serious” failures.

The fallout for individuals connected with United Global Capital has continued, with an auditor losing their registration for “extensive and serious” failures.