How to access the First Home Super Saver
The controversial provision allowing use of super to purchase property can be employed only once – and not everyone is eligible.
August 16, 2018
This month in brief
AMP pays the price for revelations of a flawed advice model during its four months from hell.
August 15, 2018
Investing’s ‘third eye’ belongs on the consumer
Tassos Stassopoulos makes decisions by predicting cultural shifts. That means keeping a close watch on people and trends instead of valuations. Tahn Sharpe writes.
August 15, 2018
Blockchain to bring clarity, liquidity: academic
The economy is “just like a nested group of supply chains”, says academic Chris Berg, who predicts that independent digital ledgers will bring transparency to the way money moves.
August 14, 2018
Super sector’s bad case of TMI
There is an underlying problem with superannuation in Australia and that is information: what to tell the clients and, just as importantly, what not to tell them.
August 14, 2018
Aged-care decisions must involve the whole family
As clients plan for old age, family groups need to come together and make decisions about the life that each member wants to live, Louise Biti says.
August 13, 2018
Focus on clients, not compliance
Michelle Tate-Lovery says advisers would benefit from slowing down and focusing on the client before them, not the compliance around them.
August 10, 2018
Already time to start planning for adviser education
While FASEA’s standards may not yet be set in stone, notable industry figures said planners should be reaching out to providers and plotting next steps already. Tahn Sharpe writes.
August 09, 2018
Ray Miles fronts ASIC’s Macaulay on licensing
The industry stalwart took the regulator’s advice leader to task about its oversight capabilities on stage at a Professional Planner conference in Melbourne.
August 09, 2018
Referrals, life coaching the keys to growth
Updating your business proposition to suit evolving needs and leveraging great service to bring in new clients are critical for generating growth, executives say.
August 08, 2018
It pays to be nimble in A-REITS
Active management is vital for managers seeking to exceed benchmark returns in the current environment.
August 08, 2018
WSU offers advisers advanced standing with ‘challenge units’
Western Sydney University has announced that it is offering advisers ‘fast tracks’ to postgraduate qualifications, complete with recognised prior learning and discounted fees.
August 07, 2018
