Consumer group names preferred targets for inquiry
Quasi-advice, life insurance ads and more should be under scrutiny, Consumer Action Law Centre argues.
January 25, 2018
Cutting into super for surgery opens debate
Report reveals more people are accessing their savings on compassionate grounds for weight-loss operations. Is the erosion of superannuation sometimes justified?
January 24, 2018
Tough topics to be laid bare at PRC
Aged care, self-managed super and inheritance impatience are among the hot issues to be discussed at Professional Planner’s annual Post-Retirement Conference.
January 24, 2018
Your queries prove your value to clients of the future
Yesterday’s value proposition is ‘below the line’ – all about product and money. Tomorrow’s is about people. How you communicate that will determine whether you succeed.
January 23, 2018
Funds trending bigger and more corporate: ATO
Data the Australian Taxation Office released recently highlights a growing SMSF sector increasingly owned by companies. Numbers also show gender balance gaps are still an issue.
January 23, 2018
Beyond Facebook: Your next marketing transformation
Strategy is constantly evolving in the digital era. The latest changes at the social media giant are just one example of the speed of change.
January 22, 2018
A degree above most
Michael Abrahamsson got his education qualifications long before the industry moved towards setting mandatory standards. It took time but he says it’s worth it.
January 22, 2018
Advisers boosting growth in philanthropy
The last few years have brought a rise in giving from clients via public ancillary funds, but many planners can still do more to raise awareness of charitable options.
January 19, 2018
Advisers want super guarantee rate lifted early: poll
More than three-quarters of advisers support increasing the SG rate sooner than the mandated 2021 start date, a Professional Planner poll has found.
January 18, 2018
Four investment themes to watch in 2018
From the Chinese transition to Australia’s cooling construction sector, a world of factors will affect markets and decisions in the year ahead.
January 17, 2018
SMSFA conference puts regulation front and centre
The Self-Managed Superannuation Fund Association’s conference in Sydney next month will focus on helping advisers navigate changing rules to keep their clients on track for a comfortable retirement.
January 17, 2018
