FPA will continue working with the Government on education and professional standards
The Financial Planning Association of Australia (FPA) will continue working with the Government on promoting education and professional standards following Malcolm Turnbull’s election victory. FPA CEO, Dante De Gori, CFP®, said changes to superannuation, education and professional standards and life insurance frameworks will be key policy areas for the FPA to address with the returning
July 12, 2016
Extrovert who started own financial planning firm at 25
With a handful of shares at age 15 and a shares trading account at 18, this planner, who opened his own firm at 25, thrives on helping other young people get into the industry. Jo Leggatt reports.
July 11, 2016
No time like the present to work on your marketing strategy
The start of a new financial year is an excellent time to take a look under the hood of your business, to give your marketing strategy a grease and oil change. Anthony O’Brien writes.
July 11, 2016
‘Boomerang children’: Exempt from superannuation death tax?
The first administrative appeals tribunal decision released that has ever been on-point examines when an interdependency relationship exists between adult children and parents. Bryce Figot writes.
July 11, 2016
No ‘Co-al-exit’ but like politics, funds need to change
The close-run election result shows the old way of doing things no longer works. Fund manager AB argues that the relationship between fund managers and advisers also needs to change. Simon Hoyle writes.
July 07, 2016
Succession planning – the devil is in the details
Max Newnham writes about advising a successful family-run manufacturing firm on succession planning and the best way for a father to pass the business to his sons without paying excessive tax.
July 07, 2016
Proposed ‘professional year’ for new planners a big hurdle
Government legislation requiring planners to complete a “professional year” before they can practice would prove extremely costly – in terms of both money and time. Ben Power reports.
July 06, 2016
Advice for planners on proposed removal of 10% test
The 2016 federal budget proposal to remove the “10 per cent test” will level the super contribution playing field for clients on income protection claims. Benjamin Martin writes.
July 06, 2016
Interview: Revolutionising offshore outsourcing
Fisher is helping Australian planners reduce costs by outsourcing the "boring stuff" to low-cost centres of excellence offshore, where the work is not considered boring at all. Simon Hoyle writes.
July 06, 2016
From farmer’s daughter to brilliant career as a financial planner
This early pineapple chucker and shot putter moved through accountancy and stockbroking to find her perfect fit in planning, which she considers a great career for women. Jo Leggatt reports.
July 04, 2016
Got to keep the customer satisfied – and measure it, too
Tracking customer satisfaction can translate to sales and satisfied customers are vital to the sustainability of all businesses, particularly financial planners. Anthony O’Brien writes.
July 04, 2016
Avoiding regret: When decisions mean life, or death
When the options are do something or do nothing, it’s easy to think about picking one or the other. Dixon learns that what happens next, though, is where thought should be placed.
July 04, 2016
