Jan 7, 2025 · Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.

1 day ago · Consumer advocates have criticised the latest research from Super Members Council on how retirees can better access the tax benefit of pension phase, calling out that the minimum balance requirement imposed by some SMC member funds means it is “literally impossible” for poorer retirees to even access account-based pension. In new research released on Wednesday, the SMC said around 700,000 ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the …

Professional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status.. As the industry moves towards adopting professional standards, spearheaded by the Financial Adviser Standards and Ethics Authority, Professional Planner …

1 day ago · ASIC has a current surveillance underway assessing the quality of financial advice to establish SMSFs, which it announced a year ago at the SMSF National Conference in Brisbane. Last week, Professional Planner covered the long-running issue of unlicensed property spruikers engaging people to open an SMSF to invest into risky property investments as high-profile advisers called on the ...

Jan 9, 2025 · Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.

Mar 5, 2024 · Potential advised clients would also be willing to pay $800 for advice covering assistance on purchasing an investment property. The research found the pool of Australians with unmet advice needs remained substantial at 11.8 million, slightly down from the 12.4 million in the 2022 report.High costs (41 per cent) and unclear costs …

The Australian Securities and Investments Commission will outline its regulatory enforcement and oversight priorities for 2025 as they pertain to the financial advice profession, while touching on issues including breach reporting, managed accounts, self-managed super fund advice and the extension of Your Future Your Super to choice products.

Oct 17, 2023 · An imminent transfer of wealth. An AUSIEX report released in July suggested financial advisers should brace for the imminent transfer of wealth as the first Baby Boomers approach their statistical age of death (81.3 years for males and 85.4 years for females, according to Australian Bureau of Statistics).. Glazier said that advisers can take on a more significant role than they currently do.

Nov 29, 2024 · EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional Planner editor Chris Dastoor to discuss how to build a successful advice practice from the ground up and the qualities a good adviser needs.. EWL opened its doors four years ago, but the foundations were set over 30 years.