3 June 2026 11:24
CE/CPD points available
The Professional Planner Investment Innovation Guide examines recent investment innovations and the future of advice.
For the cover story, we asked a panel of seven investment and advice experts to share their insights on the effectiveness of new solutions and the value they add for clients.
We hope you find this guide informative, insightful and useful.
CE/CPD points information available in download.
Cbus CEO Kristian Fok has called on the regulator to provide clearer guidance on when SMSFs are economical and for greater transparency around advice fees, as the SMSF Association warns any regulatory response to the Shield and First Guardian collapse must be evidence-based and proportionate.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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