Don’t get caught in aggressive tax planning: a guide for planners
An ATO commissioner warned of areas in the healthcare sector, retirement planning and SMSFs where it is watching closely.
May 17, 2018
The FPA’s plan to move licensing to individuals
The FPA has suggested a system that would grant licences to advisers. Chief executive Dante De Gori says the plan would leave some related obligations with corporate entities.
May 16, 2018
Women’s advancement could add $28 trillion to GDP in 7 years
State Street’s Linda Stangherlin has made an impassioned call for the industry to address gender balance in a new way that will leverage differences and reap the benefits.
May 15, 2018
Better with age: speaking to baby boomer clients
Boomer clients are often still busy with their lives meaning the one-stop-shop approach could be most valuable.
May 15, 2018
Economist predicts blue skies, no GFC ahead
Australia is in a “rare time”, with a strong, growing economy and favourable conditions ahead, CommSec chief economist Craig James has said.
May 15, 2018
Banks and advice need ‘divorce’
The big five need to step away from planning for the industry to properly mature and reach the status of a profession, Paul Bourke says.
May 14, 2018
Use your competitors to your advantage
It’s generally dangerous to reference your competitors but don’t be afraid to leverage their best ideas, Anthony O’Brien says.
May 14, 2018
2018 Licensee list: Rise of the second tier
Could we be witnessing the gradual disintegration of vertical integration and the emergence of a new style of licence owner? Tahn Sharpe investigates.
May 11, 2018
ANZ, OnePath rethink mental health claims
The insurance industry has not evolved quickly enough to handle the prevalence of mental health issues today, ANZ’s Maria Falas says, who is working to change that.
May 11, 2018
