Industry Updates

Education and experience aren’t mutually exclusive

The sizeable backlash against the incoming academic requirements for professional financial advisers misses a major point.

Mentors ‘speed-date’ future professionals

The Grad Mentor program is fast becoming a way for employers to find young talent in advice and accounting. How fast? Try six minutes.

Doctors don’t sell, neither should advisers

Physicians prescribe medicine to their patients, they don’t sell it. Financial planning must learn from that approach to become a healthy industry.

Gender super gap fixes require collective action

The gender disparity in super is well known, but not well addressed. Financial advisers, policymakers and funds will have to come together and listen to find the right solution.

Don’t expect more super tax changes in May

Treasury official says the industry needs time to grapple with last year’s variations but notes that work will continue on issues such as transition-to-retirement income streams.

Economists debate whether ‘animal spirits’ will bite

Is the global economy driving at full throttle or running on borrowed time? A panel at this year’s Portfolio Construction Forum Markets Summit offered opposing views.

Industry veteran sets her sights on the Senate

Veteran adviser Julie Matheson says the lack of clear labelling in financial planning creates all sorts of confusion. But she has plans for a campaign to fix the problem.

Targeting via data may give your social media a boost

Paying to sponsor LinkedIn or Facebook content based on the location and demographics of users allows campaigns to reach out to precise audiences.

SMSF Association official defends FASEA’s Sanders

Industry leaders spoke candidly when the topic of the standards authority came up at a wrap-up panel, but cautioned against heaping scorn on the standards body’s chief executive.

ASIC reveals details of its role in code of ethics

The corporate regulator has shared more information about how it will oversee professional standards.

Reforms improve appeal of looking outside super

The likelihood that the best option for a client includes an alternative tax structure has gone up. Maxed out contributions and cognitive decline can play a role in the decision.

A call for clarity on tax law for death benefits

The SMSF Association is asking the ATO to clear up a policy that is causing its members confusion.

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