Professional Planner | Inspiring Advice
WEB3 days ago · A little-known administrative hurdle is prohibiting tens of thousands of poorer Australians from accessing account-based pensions via the country's biggest super funds. Aleks Vickovich writes this seemingly widespread practice is shameful and threatens the grand bargain underlying compulsory super. Aleks Vickovich September 19, 2024.
Retirement calculators not so money smart - Professional Planner
WEB1 hour ago · SCA chief executive Xavier O’Halloran and deputy director Katrina Ellis will explain in a column in the inaugural Retirement Magazine, a sister publication of Professional Planner, how they believe this problem can be rectified. The solution to the issue of poor retirement guidance by super funds …
About Us - Professional Planner
WEBProfessional 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 ...
AMP, Insignia’s deep history in advice always meant slower …
WEB7 hours ago · This was clearly the case in the AMP deal – a 70 per cent holding in the AMP licensees was bought for $7 million in cash while equity stakes in 16 advice practices were bought by AZ NGA for $82.2 million. This fact wasn’t lost on Lawler who said capital for licensees was scarce and it’s important for them to make money as standalone ...
‘An important step forward’: ATO determination recognises advice …
WEB1 day ago · Tangelo Advice Consulting had been working on behalf the associations for five years on the project which finally led to an ATO consultation in late 2022.. Tangelo principal consultant Conrad Travers tells Professional Planner that the determination strengthens the view that financial advice is a profession and so it is a major step in the right direction.
Professional Education - Professional Planner
WEBShape of Advice podcast series. This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies. Enter.
Podcasts - Professional Planner
WEBProfessional 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.
New Website - Professional Planner
WEBProfessional 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.
The 500k gap between the best and the average
WEBResearch by Iress has identified a $550,000 profit margin gap between the “average” and the “best” advice practices. The Advice 2030: The Big Shift report, published in collaboration with Deloitte, found “high performing” businesses have a 15 percentage point higher profit margin than the “average” practice, which equates to $549,646 more annual profit.
On Practice - Professional Planner
WEBSep 16, 2024 · Changing one technological system to another requires guidance and hands on training for your team but also your clients. Accepting that it may not be an easy process and acting accordingly will allow the change to be as smooth as possible. Beata Kuczynska September 23, 2024. On Practice.