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FINANCIAL PLANNING
Superannuation
Only half of SMSF trustees in pension mode have a financial plan and less than 40 per cent have a draw-down strategy for retirement. ...
Financial planning
Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...
Financial planning
The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...
Financial planning
Adelaide-based SMSF company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services. ...
Financial planning
Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...
Financial planning
The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....
Editorial
No one should be surprised by Industry Super Australia CEO David Whiteley's response to the release by the Government of an options-stage Regulatory Impact Statement of i...
Financial planning
Industry funds defend the adequacy of RG 146 for their staff in delivering general advice. ...
Financial planning
ASIC warned on need for licensee clarity on any Class Order replacement for the ASIC Training Register. ...
Editorial
It can seem that deficits outweigh the benefits when it comes to investing in emerging markets at present but, as Milana Pokrajac reports, while some of the emerging mark...
Editorial
From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services. “Innovative disruption” ...
Editorial
With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...
Financial planning
The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....
Financial planning
Planners who have prepared for the full FDS regime should continue to use the work to build their value proposition and client relationships...
Superannuation
Some financial planners are already drawing their advice fee from their clients’ super accounts. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...