Regulation

Education and experience aren’t mutually exclusive

Thursday, 22 February 2018

The sizeable backlash against the incoming academic requirements for professional financial advisers misses a major point.

Doctors don’t sell, neither should advisers

Thursday, 22 February 2018
Physicians prescribe medicine to their patients, they don’t sell it. Financial planning must learn from that approach to become a healthy industry.

Don’t expect more super tax changes in May

Wednesday, 21 February 2018
Treasury official says the industry needs time to grapple with last year’s variations but notes that work will continue on issues such as transition-to-retirement income streams.

Downsizer sale adds up for some, not all

Tuesday, 13 February 2018
To determine whether it makes sense to sell a home and make a downsizer contribution purely to boost super, first compare costs with a reverse mortgage.

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