Working out what trust is worth to generations X and Y
Financial planners should avoid stereotypes to articulate a value proposition to attract Gen X and Gen Y clients. Simon Hoyle explains.
April 21, 2016
Self-managed super funds and backruptcy don’t mix
An undischarged bankrupt is automatically disqualified from being an SMSF trustee, and action must be taken quickly. Max Newnham writes.
April 21, 2016
Nail-biting wait for investors as US earnings season approaches
The imminent announcement of how US earnings compare with gloomy forecasts will give some indication of whether the share market rally is sustainable. Tom Stevenson writes.
April 21, 2016
Nominations open for 2016 AFA Excellence in Education Award
The Association of Financial Advisers (AFA)’s showcasing of adviser education and professionalism has begun for 2016, with nominations for the ninth AFA Excellence in Education Award (the Award), presented in conjunction with partner Asteron Life, now open. General Manager, Member Services, Partnerships and Campus AFA, Nick Hakes said consumers really value highly educated advisers and
April 20, 2016
SMSF Association teams up with University of Adelaide in education initiative
The SMSF Association has collaborated with the University of Adelaide to offer an SMSF qualification to SMSF specialists across various professional disciplines. The qualification, which begins in July and is open for enrolment now, will offer four courses: SMSF Best Practice, Understanding SMSF Trustees, SMSF Strategic Advice and SMSF Advanced Technical. Students will earn a
April 20, 2016
Finding a career fit in rural financial planning
It’s funny how life works. A chance invitation to work for his old basketball coach set Ben Lancaster’s career and life paths. Johanna Leggatt reports.
April 20, 2016
Your brand is more than a logo – it’s your reputation
Most businesses, large or small, have a logo. It’s on business cards, email signatures, and even the office front door. Anthony O’Brien discusses branding.
April 20, 2016
The importance of correctly executing SMSF trust deeds
Rules for how a deed should be executed differ between individuals and companies. Knowing the ins and outs can be critical. Bryce Figot writes.
April 20, 2016
Goals-based advice a winner for clients, advisers and licensees
IOOF research confirms clients value a goals-based advice model, which is a simpler, more cost-effective process. Simon Hoyle writes.
April 18, 2016
Cutting off the finger of blame and sharing responsibility
The key to fruitful advice relationships is that both parties understand their role and accept responsibility. Peter Malekas writes.
April 18, 2016
Know where you can and can’t compete with robo-advisers
Your value proposition should recognise it’s not just the lowest-value activities - including investment - being taken over by robots. Simon Hoyle writes.
April 15, 2016
