Protecting ‘clever’ trustees when an SMSF purchases property
Most SMSF trustees don’t intentionally breach any superannuation regulations, but some think if they do they will get away with it. Max Newnham writes why it’s so important to educate clients.
July 21, 2016
Helping LGBTI clients get the best financial advice
Ben Power writes that while some of the financial issues facing the LGBTI community are unique, they are otherwise pretty much the same as those facing the “straight” community.
July 20, 2016
Planner-client relationships –
it’s a matter of trust
Professional Planner readers are invited to help shed light on what makes a great relationship between a financial planner and a client. Katherine Hunt, Brett Freudenberg and Mark Brimble explain.
July 20, 2016
COVER STORY: How the big themes will shape the future profession
The heads of leading financial planning licensees convened in June at the 2016 Professional Planner Dealer Group Summit to discuss the biggest issues facing financial planning. Simon Hoyle reports.
July 19, 2016
Never mind the bollocks, here’s a real career
From playing punk music in a garage band to joining the Queensland Treasury then becoming a financial planner may not be an obvious career path, but Ben Hancock did just that. Jo Leggatt writes.
July 18, 2016
CFP designation could help planners clear education hurdles
Tough new education standards for existing financial planners are likely to be legislated this year. FPA chief says the association is working to help planners meet requirements. Simon Hoyle writes.
July 18, 2016
Engaging your clients in the age of the informed customer
Knowing your client, their buying behaviours and the journey they take with your business are core tenets of running a successful financial planning operation. Anthony O’Brien writes.
July 18, 2016
Gone to the dogs: overkill preferable to being killed off
As the government moves to close down the entire greyhound industry, suddenly an avalanche of reform for financial planners doesn’t look such a bad alternative. Simon Hoyle writes.
July 15, 2016
Steady hand on investments builds trusted planning practice
Managing performance and relationships is a complicated balancing act in a time of slow economic growth, events like Brexit, and paltry returns on government bonds. Roger Montgomery writes.
July 14, 2016
Whether you like it or not, change is gonna do you good
Successful, ongoing change is essential if a company is to survive and prosper. But orchestrating that change takes vision, time and effort. Michelle Gibbings writes.
July 14, 2016
Outsourcing a win-win option: more client time, higher fees
Not only can outsourcing investment research improve revenue for financial advisers but client time is greatly increased as advisers “become the key central care giver”. Ben Power writes.
July 13, 2016
A nice little earnie – how to develop a robo-advice offering
No matter how attractive robo-advice offerings are to financial planning firms, research must go into how they will be deployed and who they will target. Simon Hoyle reports.
July 13, 2016
