The number of self-managed superannuation fund (SMSF) investors not using a financial planner is growing rapidly, particularly in relation to strategic advice, and advisers must change their mindsets if they hope to win back SMSF clients. Matthew Johnson, managing director and chief executive of Wealthtrac, recently facilitated a lively debate on the sort of strategies
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.
Superannuation