Financial planners need a new way of thinking about retirement
Getting advice right for clients moving into retirement is arguably the industry's biggest challenge. It involves complex changes and asking the right questions.
April 18, 2017
Licensee Summit to reveal winners, losers and how to be either one
Key licensees will get an exclusive insight into CoreData’s analysis of whether they're winning or losing in the eyes of their own financial planners at the Professional Planner Licensee Summit.
April 18, 2017
Keep the spotlight on the super gender gap
Only continued pressure will ensure that the societal and cultural forces behind poor retirement outcomes for women get addressed.
April 13, 2017
For the hard stuff, brains are still better than machines
AI and machine learning may get the job done in a game like chess. But it’s a pretty good bet we should still leave the complicated stuff to good, old-fashioned grey matter.
April 13, 2017
Mega-SMSFs: an endangered species still affecting policy
Super-sized SMSFs are a product of extinct laws yet the government still appears to have its eye on them. The AIST says this has led to a layer of complexity that could be removed.
April 12, 2017
Tax headache relief: Here’s more help with pension assets changes
One of the top issues for SMSF advisers now is the new CGT relief that will operate for pension assets. Here’s an example to demonstrate how it will work.
April 12, 2017
Scholarships and inspiration for financial planning students
The founder and chief executive of Platinum Asset Management, Kerr Neilson, says the future is bright for financial planning. The firm is supporting the FPA national roadshow.
April 12, 2017
Plenty of good reasons to look overseas for bank shares now
For contrarian investors prepared to look beyond our sunny shores, there are banks listed abroad that might offer safer prospects in surprising places. Nathan Bell writes.
April 10, 2017
