Opinion
Reason to be optimistic: advice over the horizon
The local advice industry might be in a messy transition period, but going by international standards it is starting from a much, much better place than many others.
David HaintzFebruary 21, 2020
SMSF
No more free passes for SMSF breaches: ATO
The head of the tax regulator’s SMSF division revealed 75pc of trustees were being let off, but that is set to change after a review highlighted "ineffective" enforcement practices.
Tahn SharpeFebruary 20, 2020
Professional Standards
Surviving the Code of Ethics 101
UNSW Business School’s Dr Tracy Wilcox suggests advisers consider their ethical mindsets before getting too prescriptive about their Code of Ethics obligations.
Matthew SmithFebruary 20, 2020
Superannuation
‘That is crazy’: Hume bemoans lack of super choice
The Minister touted the government’s new ‘Your Super, Your Choice’ Bill and took a swipe at employers with enterprise agreements that lock employees into using unwanted default funds.
Tahn SharpeFebruary 20, 2020
Industry
Mind the gap: Every licensee has its compliance shortcomings
In the high stakes area of compliance, every licensee will have its strengths and shortcomings. In a continuation of this series of columns, compliance expert Conrad Travers looks at what on offer in the market for advisers.
Conrad TraversFebruary 14, 2020
Industry
NAB’s WEXIT delayed again, plan remains a mystery
The company linked its remediation project, operational challenges and a torrid industry environment for yet another delay in the separation of its MLC wealth management business.
Matthew SmithFebruary 13, 2020
Industry
De Ferrari accepts bonus hike as AMP takes a bath on profit
The AMP board decided to award its CEO a 60pc increase in bonus incentives on the same day it announced shareholders wore a $2.5 billion net loss and 440 advisers left the company in 2019.
Tahn SharpeFebruary 13, 2020
Investment
Invest in line with how old you feel
How old do you feel? Academics at Maastricht argue that not only our true age but also our subjective age should be integrated into designing and marketing financial products and services like target date funds and pension products.
Thomas PostFebruary 10, 2020
Investment
Time to be smart about yield
Instead of switching around holdings to generate yield, which can in turn introduce more risk, a total-return investing approach can automatically rebalance portfolio assets while supplementing income for retirees.
Jessica SierFebruary 4, 2020
Investment
The ‘giant ponzi scheme’ this fundie is wary of
The asset manager’s flagship fund manager explains why historically low yields and inflated asset prices have created an economic house of cards.
Tahn SharpeFebruary 4, 2020
Education
ALP supports FASEA extension through firmly gritted teeth
A Bill to extend the adviser exam and education cut-off date passed the house of representatives with the reluctant support of Labor MPs in Canberra yesterday.
Tahn SharpeFebruary 12, 2020
Education
Tax board confirms FASEA alignment
The tax practitioners board has acknowledged that accountants who provide financial advice will probably meet its CPD requirements if they satisfy FASEA’s higher standard.
Tahn SharpeJanuary 15, 2020
Education
‘Woolly’ ethics guidance casts further doubt on referral fees
FASEA’s response to industry consultation – quietly released on December 20 – still leaves advisers wondering whether incentives to provide business referrals are banned or not.
Tahn SharpeJanuary 7, 2020
March 31, 2020
Retirement Conference
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds
June 1, 2020 - June 2, 2020
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
July 21, 2020
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.