Tahn Sharpe, Author at Professional Planner

Industry

Adviser exodus stalls… for now

Despite roughly 4000 advisers leaving in 2019 and virtually no new entrants, the promise of an extended education deadline has temporarily slowed the stampede to exit the industry according to Adviser Ratings.

Tahn SharpeJanuary 9, 2020

Regulation

Adviser levy blowout due to royal commission: ASIC

The $1,142 adviser levy is 26pc higher than the $907 estimated by ASIC in June, an increase the regulator attributes to higher enforcement costs and the Hayne royal commission.

Tahn SharpeJanuary 8, 2020

Regulation

‘Woolly’ ethics guidance casts further doubt on referral fees

FASEA’s response to industry consultation – quietly released on December 20 – still leaves advisers wondering whether incentives to provide business referrals are banned or not.

Tahn SharpeJanuary 7, 2020

Featured Homepage Posts

Our 10 best quotes of 2019

Here are the notable quotes that came across our desk this year. From CEOs and investment experts to regulators and licensee heads, these are the words that made sense, and headlines, in 2019.

Tahn SharpeDecember 18, 2019

Risk & Insurance

Riskies and planners ‘two different animals’: Trapnell

Jamming insurance and financial planning together under FASEA’s education bracket will just water down the specialist area, the head of Synchron’s 500-strong network believes.

Tahn SharpeDecember 16, 2019

Risk & Insurance

APRA takes IP insurance into its own hands

The prudential regulator has moved to save income protection insurance providers from their own predilection for aggressive competition with a host of changes that will affect product pricing and design.

Tahn SharpeDecember 12, 2019

Investment

Active versus passive: Look beyond the binary

Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.

Tahn SharpeDecember 10, 2019

SMSF

SMSF wind-ups should be front of mind

Death, divorce and dissolution: there are a host of reasons advisers need to keep a close eye on the readiness of an SMSF to be wound up, according to private client adviser Peter Crump.

Tahn SharpeDecember 9, 2019

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Tahn Sharpe

Industry

Adviser exodus stalls… for now

Regulation

Adviser levy blowout due to royal commission: ASIC

Regulation

‘Woolly’ ethics guidance casts further doubt on referral fees

Featured Homepage Posts

Our 10 best quotes of 2019

Risk & Insurance

Riskies and planners ‘two different animals’: Trapnell

Risk & Insurance

APRA takes IP insurance into its own hands

Investment

Active versus passive: Look beyond the binary

SMSF

SMSF wind-ups should be front of mind

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