The gravest dangers yet for SMSFs lie ahead
The sector has been counted out before and survived but the risks of harm and scandal the ageing of the SMSF trustee cohort poses may be the biggest test yet. Robert M.C. Brown writes.
February 22, 2017
Advisers look for more business development help from FPA
FPA chief Dante De Gori says survey shows members are largely happy with services from the association but acknowledges there are areas for improvement. Alexandra Cain writes.
February 22, 2017
Expect some breaks ahead in the graduate pipeline
Dr Mark Brimble writes that a mix of legislated requirements, limited pathways and other factors will create a dead spot where graduates from the system will be in short supply for the industry.
February 22, 2017
Bridge the disconnect to sell SMSF trustees on value of advice
If advisers want to convince SMSF trustees of the value of their services, they will need a better appreciation of the retirement objectives of this group of potential clients
February 21, 2017
Fundamentals point to strong 2017 for super funds
SUPER INVESTORS NEED TO LOOK PAST THE POLITICS With a packed political calendar in 2017, superannuation investors should remain focused on their long-term objectives and the underlying strength of the economy, according to leading research house SuperRatings. Superannuation funds posted a small negative return for the first month of 2017, but a number of indicators
February 20, 2017
Certainty out of reach, for now
Certainty around policy seems to be out of reach, although the SMSF sector is in a better place than most other areas of super.
February 20, 2017
Whether caddy or adviser, he’s an ace at keeping people on course
Award-winning financial planner Andrew Hollow finds the numbers come easy and enjoys his time on the links. Jo Roberts writes.
February 20, 2017
Learn how to thrive amid the turbulence of change
As increased regulation raises costs across the industry, successful businesses will invest in efficiency and sustainable growth. Rod Bristow writes.
February 20, 2017
Slash without the burn: don’t cut all of your marketing budget
Many businesses struggle to determine how much marketing spending is too much; the real trick is to spend, and trim, wisely. Anthony O’Brien writes.
February 20, 2017
Consumer protections front and centre in government’s reforms
Tougher regulation has been passed for education, product sales and life-insurance commissions. Advisers will have to keep up. Finance Minister Kelly O'Dwyer has details.
February 17, 2017
Upswings in confidence bring advisers opportunities
Business and consumer sentiment are improving, which means more clients wanting to invest. Alexandra Cain looks at promising sectors, and whether the warm feelings will last.
February 16, 2017
Top advisers will play psychologist on the job, summit hears
Trying to compete with algorithms at number crunching is folly. Fortunately, Michael Kitces says, planners can fix behavioural biases in ways computers can’t. Dan Purves writes.
February 16, 2017
