Latest News

Pathway expands XPLAN with SuiteBox partnership

Press release: 18 May 2017

The pathway is pleased to announce its latest partnership with Suite Box. This is the latest technology enhancement to its XPLAN Model Office service giving advisers access to a digital workspace tool to hold online video meetings and sign documents with their clients.

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Professional Planner – Submissions to Senate LIF legislation review reveal concerns

It may seem like a strange thing to do, however reviewing submissions to government and parliamentary inquiries can reveal a lot about the motives, politics and positions of key stakeholders. Submissions are inevitably influenced by self-interest; however, it is interesting to see how positions change over time and the differences of opinion behind joint positions. A recent classic case is the Senate economics legislation committee (SEC) review of the Life Insurance Framework (LIF) legislation.

Phil Anderson  |  General Manager Governance and Advice  |  netwealth Advice Group  |

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Professional Planner – Financial advice needs better regulatory process and outcomes

On March 1, 2016 Federal Parliament passed amendments to the Future of Financial Advice (FoFA) legislation that will allow financial advisers 60 days rather than 30 days to issue opt-in notices and fee disclosure statements. This change and other minor clarifications were the only things that survived from the government’s policy statement on FoFA amendments, as issued by Senator Arthur Sinodinos in December 2013.

Phil Anderson  |  General Manager Governance and Advice  |  netwealth Advice Group  |

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Pathway submission to the Government on raising professional standards

On 3 December 2015 the Government released the draft legislation for their proposed changes to raise professional standards for financial advisers. The Government provided a short period for consultation with submissions required by 4 January 2016.

It is the opinion of Pathway that this is one of the most critical pieces of reform proposed over the last few years and will potentially have significant implications for the financial advice profession. We therefore felt it essential to make a submission.

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