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
Learn to feel at home with the downsizing contribution rules
There are many conditions to meet for making payments into super from home sales, but actually downsizing isn’t one of them. Here’s how to begin explaining the rules to clients.
January 17, 2018
SMSF groups call for increase in catch-up limit
SMSFA and SISFA say the balance cap for applying unused concessional contributions is too low. Both implored Treasury to raise the limit before July 1.
January 16, 2018
Diversification is often misunderstood
It’s the Holy Grail. It’s the proverbial free lunch. It’s one of the most frequently used terms in the industry – it’s also one of the most misused. What is ‘diversification’?
January 16, 2018
Stepping up with confidence
Amanda Jarosz says taking the paraplanner route to becoming an adviser has given her self-assurance and a good understanding of all areas of the business.
January 15, 2018
Print is so last year, and other resolutions
The new year is a good time to refocus on digital transformation, expanding content beyond print, and a strategic plan to carry your business forward.
January 15, 2018
How to become a billionaire
Catch the ride with the next sure-fire, can’t miss, err, thing, on the blockchain platform.
January 12, 2018
