A forum for the grand ideas and the fine details
This year’s SMSFA National Conference will focus on the future of superannuation, with a mix of big ideas for policy development and practical guidance about interpreting change.
February 14, 2018
Learn to dodge those post-reform traps
The 2018 SMSFA Association National Conference will give advisers ample information on strategy, practice and regulation. A FASEA update could be the cherry on top.
February 14, 2018
Policy change won’t settle down any time soon
Between the upcoming Productivity Commission report, the recently announced royal commission, and new standards body, expect the law to keep evolving.
February 14, 2018
Don’t let clients enter an SMSF without an exit strategy
Being sure a client is well placed to close their SMSF is an essential part of opening one. An enduring Power of Attorney is just one key detail, a specialist explains.
February 14, 2018
The downsizer rule is the new ‘TRIS’: adviser
A prominent adviser predicts the new rules allowing contributions from the sale of a home will be as useful for older retirees as TTR regulations were for pre-retirees.
February 14, 2018
Downsizer sale adds up for some, not all
To determine whether it makes sense to sell a home and make a downsizer contribution purely to boost super, first compare costs with a reverse mortgage.
February 13, 2018
Market correction teaches advisers valuable lesson
In turbulent times, professionals need to be able to convince their clients what matters, and the foundation of that is the right education, a visiting US director says.
February 13, 2018
From adviser to restaurateur and back
The ability to help clients at an independent firm is what sold disillusioned café owner Mark Milner on a return to financial planning.
February 12, 2018
Divide and conquer: Tailor content to small groups
You’ll do a better job of reaching your clients through the noise of a crowded market if you segment and personalise your strategy.
February 12, 2018
A royal imperative to find the flaws
Planners appear to have little interest in Commissioner Ken Hayne’s inquiry, but they should be concerned when it starts digging into consumers’ poor outcomes.
February 09, 2018
CFP network growing overseas and at home
Internationally, more and more practitioners are taking up CFP studies to bolster their credentials. After a turbulent year, Australia is still punching above its weight.
February 09, 2018
Planners still not planning for their own future
A Professional Planner poll has confirmed recent studies showing advice firms aren’t putting comprehensive succession plans into place. They may need them sooner than they think.
February 08, 2018
