EP4, Season 2: Community is the advice industry’s superpower

Gordon Young brings his broader ethical lens to the conversation with practice owner and principal adviser Alysia Laird who both agree the early stages of the evolution of the profession has begun, something that’s particularly evident in the sharing of ideas and building of community that’s advanced quickly in recent years and is a hallmark of a thriving profession.

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SMSF establishment needs justification beyond ‘generic’ client statements: AFCA

SMSF establishment needs justification beyond ‘generic’ client statements: AFCA

The nation’s financial services dispute resolution service has made clear that justifying the establishment of an SMSF requires more than just vague indications from clients that they want more control of their super.

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