Gen Y and home ownership – keeping the dream alive
Jake Dinow writes that 20-something tax payers shouldn’t have to fund propertied, rich retirees’ age pensions when his generation are struggling to get a foot in the property ownership door.
August 31, 2016
Coming to Australia, almost as safe as houses
This planner from England’s north knew there was probably a better life to be had in Australia, so she and her husband took the plunge and they’ve never looked back. Jo Leggatt writes.
August 29, 2016
Storm Financial founders breached directors’ duties: Federal Court
Court rules that Emmanuel and Julie Cassimatis breached their duties as directors of the financial planning business, and Storm provided inappropriate advice to clients.
August 29, 2016
Financial planning industry needs to think about what it leaves behind
Financial planning invariably ranks poorly in surveys of public trust. But if the profession can find a voice to speak out on wrongdoing, its legacy may be saved. Simon Hoyle writes.
August 26, 2016
On LIF support – the FSC speaks out as EGM requisition stalls
The powerful lobby group that is the Financial Services Council (FSC) has criticised the critics of the Life Insurance Framework (LIF) legislation. Ben Power reports.
August 25, 2016
Estate planning for planners – how to get in and charge
Anybody who has had a job in the past 20 years will need estate planning, due to the simple fact that they will have super. Peter Townsend writes how financial planners can get involved and profit.
August 25, 2016
Three-horse race for Distributor of The Year award
The Professional Planner|Zenith Fund Award for the 2016 Distributor of the Year is a close-run thing, with finalists consisting of one former winner and two potential “newbie” winners.
August 25, 2016
Improving efficiency when old financial planners learn new tricks
Seminars in Sydney and Melbourne in September will explore how practice efficiency benefits by rethinking how investment solutions are designed. Simon Hoyle reports.
August 24, 2016
24 HOURS: A day in the life of … Semaphore Private
This month Professional Planner spends 24 hours in the Melbourne CBD as we continue our focus on the day-to-day goings on at leading financial planning businesses across Australia.
August 24, 2016
Poker master, rule keeper, mover and shaker or easy rider?
New research reveals the proven impact of seeking professional financial advice but also that many Australians are not seeking advice to turn their dreams into reality. Simon Hoyle reports.
August 22, 2016
