Headlines

Saturday, January 20, 2018
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Advisers boosting growth in philanthropy

The last few years have brought a rise in giving from clients via public ancillary funds, but many planners can still do more to raise awareness of charitable options.

FASEA board must enable Sanders

The Financial Adviser Standards and Ethics Authority made an excellent choice in naming Deen Sanders its chief executive. Supporting him will make a big difference.

Advisers want super guarantee rate lifted early: poll

More than three-quarters of advisers support increasing the SG rate sooner than the mandated 2021 start date, a Professional Planner poll has found.

Four investment themes to watch in 2018

From the Chinese transition to Australia’s cooling construction sector, a world of factors will affect markets and decisions in the year ahead.

SMSFA conference puts regulation front and centre

The Self-Managed Superannuation Fund Association’s conference in Sydney next month will focus on helping advisers navigate changing rules to keep their clients on track for a comfortable retirement.

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Contributors

Stepping up with confidence

Amanda Jarosz says taking the paraplanner route to becoming an adviser has given her self-assurance and a good understanding of all areas of the business.

How to become a billionaire

Catch the ride with the next sure-fire, can’t miss, err, thing, on the blockchain platform.

Age of disruption casts doubt on power of rate hikes

The Reserve Bank’s favourite lever doesn’t have the same pull it once did. This may cause investors to lose confidence in central banks.

2017: The year talk became action

From the launch of a new standards body to the intrigue of a royal commission, the pace of professionalism quickened this year – and Professional Planner is evolving to keep up.

Give yourself a plan for taking on elder abuse

Dealing with a suspected case of financial abuse against one of your clients is a tricky proposition with no easy answers. Some basic principles and planning ahead can help.

Many Australian portfolios stay a little too close to home

Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.
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