YOUR ADVISERS AT COOPER PARTNERS FINANCIAL SERVICES HAVE ACHIEVED FASEA ACCREDITATION

Posted on by Admin

11 May 2021

Your advisers at Cooper Partners Financial Services have achieved FASEA qualification and adhere to FASEA’s Code of Ethics framework. This allows us to continue to provide a holistic one-stop shop for all your taxation and superannuation advisory needs. 

We have always held a financial services license to provide superannuation advice, and lived to our professionalism standards set by both our industry bodies and our own corporate values. Notwithstanding this, we operate in a sector that has witnessed the introduction of a new body, FASEA, springing to life to improve the quality and service of personal financial advice for all Australians. 

In particular, this introduced further education requirements to be met by all individual financial advisers, along with ongoing training and ethical standards. 

Although many firms have decided to not proceed under this new regulatory regime, and others deciding to leave the industry entirely, we have embraced the new FASEA accreditation process and all our advisers have now met the new FASEA education and exam requirements, and undertake continual CPD so that you, our client, continue to experience the highest quality of strategic and holistic advice from our highly accredited team.

WHERE WE CAN ASSIST YOU

Now onto other pressing matters – with the 2021-2022 Federal Budget to be released in hours, we will be digesting the changes that impact you the most over coming days, where we are expecting a focus on employment and jobs growth, tax cuts and super booster for retirees selling their family home for people 60 and over.  

In the meantime, our current focus is devoted to year end tax planning for our clients involving reviews of existing structures, managing capital gains, use of corporate beneficiaries, designing SMSF and succession strategies and asset protection reviews. Please contact us to discuss how the above applies to your specific circumstances on 08 6311 6900.

Cooper Partners Financial Services Pty Ltd AFSL 000 327 033

This information is general advice only and neither purports, nor is intended to be advice on any particular matter.
No responsibility can be accepted for those who act on the contents of this publication without first contacting us and obtaining specific advice.
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