Super for home purchases a good idea, for another time
The government was right not to allow greater access to super for homes but in the future it could be a good idea, Anthony Asher writes.
June 05, 2017
Serving the public interest is the first test
For financial planning to gain recognition as a profession, the industry must learn to put the broader public’s needs and concerns ahead of all else.
June 02, 2017
Emerging markets lands of investment opportunity at the moment
Improving fundamentals offer a window of opportunity for investors who want to take a long ride on the emerging markets wave.
June 02, 2017
John Maroney: The SMSF Association’s next crusader
John Maroney is ready to focus on flexibility and efficiency for Australia’s army of self-funded retirees, as new chief executive of the SMSF Association.
June 02, 2017
Planners up for challenge at FPA Professionals Congress in Hobart
The Financial Planning Association of Australia (FPA) has announced registrations are now open for the 2017 FPA Professionals Congress, to be held in Hobart from 22-24 November. Amid the spectacular scenery of Tasmania, this year’s Congress promises to be both inspiring and challenging for all involved, providing the opportunity for FPA members and the wider
June 01, 2017
Don’t rely solely on licensees for compliance, advisers told
The failures ASIC’s internal compliance audit has identified demonstrate that advisers need to double-check their licensees’ breach reporting, the FPA's Dante De Gori has said.
June 01, 2017
The four stages of investment analysis
Most advisers probably aren’t looking to the Future Fund for investment ideas, but its quest for more efficiency in active management fees is likely to resonate.
June 01, 2017
Practices need to tap into the technology premium
A new report puts a dollar value on what efficient use of technology in planning and running a business can mean for the bottom line.
June 01, 2017
The ideal income statement and how to use it
As a financial adviser, collecting data on your business helps only when you look at the right numbers. Net profit and other key statistics tell the tale.
May 31, 2017
FPA proposes 100 points of qualification and single exam for all
Financial Planning Association chief executive Dante De Gori unveiled proposals for education qualifications and a single exam for all planners at the FPA Roadshow in Brisbane.
May 31, 2017
Managed accounts helping efforts to give clients more face time
Managed accounts are nothing new, but a renewed interest from planners in back-office efficiency has sparked a resurgence.
May 30, 2017
