Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.
The 250,000 reasons why super funds must nail Phase 1 of retirement now
Phase 1 of Retirement Income Strategy development, whereby funds aim to deliver retirement solutions and guidance regarding the member’s interest in the fund, is now well underway, but effective delivery is needed before Phase 2, under which super funds play an expanded role in their members’ retirement, can be considered.
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