Better together: power of husband and wife and husband and wife
The financial planning practice SAM Group, based in NSW's Hunter Valley, demonstrates the fundamental business power of a husband and wife team - times two. Jo Leggatt writes.
November 07, 2016
Your brand: it’s hard to build and easy to destroy
Anthony O’Brien says that knowing ‘why’ you’re in business is important, and once you know that, you can build it into something great. And something great doesn’t just mean fancy colours.
November 07, 2016
Should a pension from an SMSF be automatically reversionary?
In regards to succession planning, there are “fors” and “againsts” when it comes to whether a self-managed super fund pension should be reversionary or not. Bryce Figot explains.
November 07, 2016
Reminder to apply for the 2017 Financial Literacy Awards
Financial Literacy Australia is eager to get an entry from you. We know the great work that is being done in Financial Literacy and now is the time for you to showcase your work. Its time to start preparing, entries close on Sunday 11th December 2016. Financial Literacy Australia is proud to celebrate the outstanding
November 04, 2016
Standards body must make a difference, not serve the status quo
Minister O’Dwyer cannot fail when choosing who will sit as directors – and what their mandate should be. Bravery and detachment from industry are critical.
November 04, 2016
Interview Financial planning on the cusp of transformation
Paul Harding-Davis says a range of factors will combine to foster greater trust and confidence in the industry and in those who practice it. Simon Hoyle writes.
November 03, 2016
Deadline extended for 2017 Conexus Superannuation Awards
The deadline for entries in the 2017 Conexus Financial Superannuation Awards has been extended to November 8, and only funds that complete a nomination form will be in the running. Sally Rose writes.
November 03, 2016
Shining a light on women’s ability to make great planners
Julia Schortinghuis went from being the only female broker at Merrill Lynch, Perth, to partner at Lighthouse Capital. She says more women should consider a planning career. Jo Leggatt writes.
November 02, 2016
Speed and agility are the keys to effectively managing risk
Maintaining static asset allocation but allowing volatility to swing defeats the purpose of risk profiling, Dan Miles says. Portfolio risk should be matched to risk tolerance by varying asset allocation.
November 02, 2016
Selling – a ‘live by the sword, die by the sword’ proposition
Anthony O’Brien writes that in terms of selling, you need to be like a noble knight to succeed: having a metaphorical “suit of armour” and the ability to “get back on your steed’ after rejection.
November 02, 2016
‘No exception’ for any financial planner from industry-wide exam
All financial planners, regardless of experience, will have to sit and pass an exam as the government moves ahead with plans to raise standards on education, professionalism and ethics.
November 01, 2016
Independent advisers to seek professional recognition
At its symposium on Friday, the IFAAA announced it will formally seek government recognition as a profession in 2017, and advises all associations to consider the move. Ben Power writes.
October 31, 2016
