Inheritance tax ‘inevitable’
Australia is likely to have an inheritance tax in the near future, warns Stanford Brown CEO Jonathan Hoyle, and it’s something advisers should be talking about with their clients.
October 15, 2019
ASIC’s SMSF scare tactics ruffles feathers
The regulator has riled up the industry with a heavy-handed crackdown on unsuitable SMSF establishment, which some say lacks a balanced perspective and credible data.
October 14, 2019
De Gori ‘disappointed’ by code monitoring backflip
The head of the FPA expressed heartfelt disappointment at the government’s backflip on a code monitoring body solution. ‘We got so close’, he tells Professional Planner.
October 11, 2019
QE but not as you know it
The RBA’s intent to use quantitative easing is clear, says JP Morgan’s Kerry Craig, but it will likely take the shape of something much more unconventional that simple bond buying.
October 11, 2019
The secret world of advice peer groups
A spectrum of support bodies including The Alpha Group, BFP and XY Adviser are gaining prominence, and importance, as planners clamour for business efficiencies and a sense of kinship.
October 10, 2019
Death of the industry fund?
Former Mine Super CIO David Bell says industry funds have a unique opportunity to showcase the value of industry-specific engagement and product features. But beyond insurance arrangements, how much tailored product design exists?
October 10, 2019
Big December: FASEA prepares for largest exam turnout
Advisers ranging in age and experience will sit FASEA's adviser exam in December, including Park Street Group's co-founder James Dakin, who will not take the experience lightly despite his existing qualifications.
October 09, 2019
Remuneration debate lacks client voice: Fogarty
Advisers, licensees and regulators may all have a view on the best way to charge for advice, but keep they should also keep client’s preferences in mind, says Matthew Fogarty.
October 08, 2019
Aussie investors now expect 10.9 pc
The retreat of advisers from the market is a real concern given that local investors expect over ten per cent returns in a challenging market, according to asset manager Schroders.
October 04, 2019
The advice industry’s policy paradox
The government wants a more professional advice industry and has a mandate to pass new regulations but it needs to be cautious not to make the cost of giving advice too preclusive.
October 03, 2019
Advisers expect $140k, but salary not important
New research is being conducted into why people choose financial advice as a career, with the results contributing towards efforts to recruit the next generation of planners.
October 02, 2019
Associations weigh in on risk advice review
The importance of documenting advice and explaining what risk advisers do has never been as important, according to Financial Planning Association CEO Dante De Gori and Association of Financial Advisers CEO, Phil Kewin.
October 02, 2019
