September 2012:
Digital content
A guide to the Professional Planner September 2012 edition and links to authors and additional content. Anthony Warr, Warr Financial Partners Second time around Second marriage, second chance 20 - cover story
September 04, 2012
Independents must bide their time: Ripoll
Boutique practices and independent financial advisers may initially struggle with the vertically integrated business models that have emerged from restructuring and consolidation in the financial services sector, but the architect of the changes says better times are around the corner.
September 03, 2012
The fund ain’t over
In addition to being nominated in their respective fund categories, these managers are also in the running to be named Australia’s overall Fund Manager of the Year. Professional Planner/Zenith fund Award 2012 nominees – part two:
August 28, 2012
Let the fund begin!
In total, there are 15 fund categories, along with Fund Distributor of the Year (for the organisation that provides access to third-party managers’ capabilities) and the coveted Fund Manager of the Year Professional Planner/Zenith Fund Award nominees: Diversified funds:
August 21, 2012
Best practice: ASIC won’t expect perfection
The financial planning industry has some grounds for concern over elements of the regulator’s guidance on the best interests duty and scaled advice, according to a lawyer specialising in the Future of Financial Advice (FoFA) reforms.
August 14, 2012
Former ATO man turns from insider to activist
Financial planners have been urged to contact the Australian Taxation Office (ATO) to seek clarification of their clients’ concessional and non-concessional superannuation contributions to avoid running foul of contribution rules and paying punitive penalties.
August 14, 2012
Small territorial issues but no turf war: CPA
CPA Australia has taken a conciliatory tone in what some believe is a looming battle between accountants and financial planners as both professions seek advantage from the Future of Financial Advice (FoFA) reforms. Alex Malley, chief executive of CPA Australia, believes the vast majority of accountants has no interest in providing product advice and only wishes to establish professional referral networks.
August 13, 2012
Regulating investment property could be a reality
The development of a property platform is underway in Australia that could see real property brought into the regulated realm. The platform is called fractional property investing and, by bringing real property into the realm of regulation, it will enable financial planners to provide advice to investors with the same protections and benefits that managed funds offer them.
August 07, 2012
August 2012:
Digital content
A guide to the Professional Planner August 2012 edition and links to authors and additional content.
July 31, 2012
A place for property in financial advice?
To recommend or not to recommend property Whether it is because of a lack of commissions, the risk of legal action or a lack of knowledge about the property market, many advisers steer altogether clear of recommending property investments.
July 31, 2012
