FASEA Standards Newsletter (AUGUST 2021 Edition)

In our AUGUST 2021 Edition of our FASEA Standards Newsletter, we discuss:

The Professional Mindset

Mindset – the importance of Perspective
Performance (personal or business) becomes a matter of focusing attention on the things we can control, how we choose to responsd to external factors, & not getting distracted by the things we can’t control.  LISTEN HERE

Are you a “Corporate Captive”?
In the 21st Century, meaningful careers are available to everyone, anywhere, & anytime – if you choose. It has never been easier to create the ideal balance of impact, income, purpose, & freedom.                      READ MORE

Industry Insights

Professional Practice:    How to Build a Professional Year

Want to know the ‘nuts & bolts’ of the PY?
In this video on “Managing the Professional Year”, I discuss how Licensees can build an effective PY program & the TRAPS to look out for …

Regulator Insights:     ASIC successful against ‘old’ RetireInvest

Federal Court finds RI Advice breached Corps Act

RI Advice (previously “RetireInvest”) failed to take reasonable steps to ensure Adviser provided appropriate advice, acted in the clients’ best interests & prioritised clients’ interests… 

September & November Exam likely to include these

Are you comfortabole with the new rules around the Lack of Independance Disclosure & the new Ogoing Fee Arrangements (OFA) from 1st July 2021…