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professionalplanner.com.au
1 天
Opposition hammers govt on ‘maladministration’ of CSLR
Ahead of a review into the collapse of Dixon Advisory, the federal opposition has accused the government of “poor ...
professionalplanner.com.au
1 天
How Striver believes it can add 5000 new entrants to advice
Striver has given itself the lofty goal of adding 5000 new entrants into the financial advice profession over the next 10 ...
professionalplanner.com.au
2 天
‘Death by data’: To improve your practice efficiency, sort out your data
Practices can find themselves swamped in client data. By implementing a system to structure and clean up their databases, ...
professionalplanner.com.au
2 天
Super sector’s dirty little secret of minimum pension applications
A little-known administrative hurdle is prohibiting tens of thousands of poorer Australians from accessing account-based ...
professionalplanner.com.au
3 天
No secure AI strategy without accountability
As businesses turn to an imperfect AI for efficiency and accuracy, users must ensure they take responsibility for preventing ...
professionalplanner.com.au
4 天
‘Great start’: Dixon saga to face parliamentary probe
The Senate will conduct an official inquiry into Dixon Advisory after reviewing the faults in a system that has left the ...
professionalplanner.com.au
3 天
SMSFs could be used to crack housing crisis
Using SMSFs to gain equity via investment properties in the housing market may provide a serviceable loophole for millennials ...
professionalplanner.com.au
4 天
When articulating value results in referrals
One of the biggest lessons learned in advice for Merideon Wealth Strategies managing director Mark Rattigan has been that ...
professionalplanner.com.au
4 天
$4 trillion super pool key to surviving big economic shifts: Treasurer
Treasurer Jim Chalmers says superannuation savings can and should play a role in supplying capital to megatrends that will ...
professionalplanner.com.au
5 天
Next steps for the super funds leading on retirement
Regulators remain eager for super funds to further progress their retirement income strategies, but a handful of funds are ...
professionalplanner.com.au
5 天
Pre-retirees’ income expectations differ from retirement funding reality
Aside from superannuation savings, the reality for retirees in regard to their retirement funding bears several differences ...
professionalplanner.com.au
4 天
payday super
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 ...
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