Clients care about outcomes, not who’s ‘institutionally owned’
The recent ASIC ruling and ensuing debate about use of the terms ‘institutionally owned’, ‘non-aligned’ and ‘vertically integrated’ wrongly take the focus off what clients want.
July 20, 2017
On the edge of professionalisation: It’s time to make the leap
It's time for advisers to move forward in a way that works for them and also delivers optimal client outcomes, Koda Capital's Paul Heath writes.
July 20, 2017
Professional Planner | Zenith Fund Awards finalists revealed
The first tranche of finalists for the 2017 Professional Planner | Zenith Fund Awards have been announced. Winners will be revealed in Sydney on Friday, October 6.
July 20, 2017
SoA woes make SMSF accountants shy away from advice
Accountants operating under the new SMSF advice licensing regime who have not providing advice have cited uncertainty about documentation and compliance as one reason why.
July 19, 2017
One rule the ATO says could ‘trip up’ SMSFs
The transitional bring-forward rule for non-concessional contributions can be confusing. The ATO's Alex Affleck explained the changes at SMSF Association Technical Day in Sydney.
July 19, 2017
Making sales today is about value, not free gifts
Skilled salespeople need winning personalities and the ability to provide something your clients can’t find elsewhere. Gifts and discounts won’t cut it.
July 17, 2017
Planner’s life swings from farming to finance and back
Adviser Lisa Duggan finds that working on her farm in Victoria and helping her clients achieve their goals both give her a kind of satisfaction.
July 17, 2017
ATO clarifies its SMSF reporting rules
The ATO says its proposed new reporting rules should have a “minimal impact” on self-managed super funds, with many likely to have to report transactions only once.
July 17, 2017
Mortgage brokers’ get called out over conflicts of interest, too
Consumer group Choice this week called for an end to commissions and conflicts in the mortgage broking industry, something financial planners experienced years ago.
July 14, 2017
Big data finally reveals how retirees really live
The industry needs quality data and analysis to help clients plan for retirement. Milliman's Wade Matterson proposes a solution.
July 14, 2017
The truth about death and reversionary pensions
The new transfer balance cap will require trustees to take care in making decisions about how to handle benefits for members who die while receiving an account-based pension.
July 13, 2017
