Reflection: TPB makes clear what’s professional
A draft information sheet the Tax Practitioners Board sent out this week makes clear that being a professional association means getting serious about corporate governance.
October 06, 2017
Final word: Losing hair, gaining perspective
A fit of righteous indignation gets put in check by the realisation that the good and bad times are all relative and we were all once young and foolish.
October 06, 2017
A smoother path to equity returns
Advisers are trained to correlate high returns with higher risk, but managed volatility investing could rewrite those rules.
October 06, 2017
Stubborn beliefs about women, men and money
Paying women more and decreasing the gender pay gap will have more benefits than just making women better off financially. Changing people’s beliefs is a big hurdle in the way.
October 05, 2017
Yes, you can be positive about our economy
Australia faces its challenges, most notably under-employment and a lack of coherent policy out of Canberra. But the recent reporting season and other signs justify optimism.
October 05, 2017
Video: Stretched valuations cause for concern
Asset prices are indeed strained but growth continues. What comes next depends on whether inflation rears its head and what steps central banks have to take with interest rates.
October 04, 2017
Financial planners say reinvention will be key to success
An overwhelming majority of financial planners believe they’ll need to reinvent their business to stay relevant a decade from now, a Professional Planner poll has found.
October 04, 2017
Learn to avoid the SMSF capital gains trap
When a unit trust sells an asset for a profit, resetting the cost base of the units grants benefits only if the trust is wound up the same year the investment is sold.
October 04, 2017
Making your breaks in a universe of opportunities
Amie Wild has gone from jazz-singing single mother to founder of her own financial planning firm by taking full advantage whenever good fortune has come her way.
October 03, 2017
Many channels, many voices, one message
Get the most out of your marketing by sending one consistent message via several means of engagement, and consulting with experts who specialise in each strategy.
October 03, 2017
We’re an industry about to come of age
Financial planning will come into its own and businesses will change dramatically – but winning value propositions will always remain the same.
September 29, 2017
Reflection: It’s worse in real estate
If you're stressed about the pain and difficulties with turning financial planning into a profession, take comfort in the knowledge that other sectors have much farther to go.
September 29, 2017
