Merry Christmas from Professional Planner

The Professional Planner offices will be closed from December 18, 2013, until January 6, 2014.

We wish all of our readers a very Merry Christmas, and a safe, happy and prosperous New Year.

Best wishes,

Leng Yeow
Simon Hoyle

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Retirement Income Covenant, not the ‘Retirement Performance Covenant’

Retirement Income Covenant, not the ‘Retirement Performance Covenant’

The government is consulting on changes to the APRA performance test which could see the inclusion of retirement income products and managed accounts, but The Conexus Institute has argued that expansion doesn’t address the spirit and intent the test was designed for.

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