Professional Planner | Inspiring Advice
4 days ago · The Coalition’s bill to replace Statements of Advice will give crucial red tape relief the advice community has begged the government the last few years for, bill co-author Bert van Manen tells Professional Planner. While the opposition’s legislation attempts to seize on the slow advice reform process, the government is still backing in its ...
Four-day work week takes a growth mindset - Professional Planner
14 hours ago · Tribeca Financial introduced a four-day work week three and a half years ago in the depths of the impact the Covid-19 pandemic had in Victoria. The firm’s CEO Ryan Watson tells Professional Planner the move has bolstered work practices as teams focus on demonstrating value to clients. “The four-day week doesn’t work for all employees ...
The competing needs of future retirees - Professional Planner
22 hours ago · Nearly 700,000 Australians plan to leave the workforce in the years ahead, according to data from the Australian Bureau of Statistics. Investment products are needed to provide more tailored solutions for this growing pool of retirees. Often at the centre of this issue is the competing need for both certainty and flexibility.
How global pension systems are solving the DC conversion …
22 hours ago · Solving the DC conversation challenge requires support and guidance mechanisms, as well as suitable retirement income solutions. While we might be ahead of the rest of the world regarding the proportion of assets in DC schemes, there are plenty of lessons from how others approach both aspects. Support and guidance mechanisms.
Keeping it simple: How funds will tackle simplified advice
22 hours ago · In the meantime, the challenge lies in delivering simplified advice at little or no cost to some members and more complex advice to others seeking help from their fund to create a more comprehensive retirement plan. Research by Investment Trends shows that 12.6 million (61 per cent) of Australians have unmet financial advice needs.
About Us - Professional Planner
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 ...
Events Calendar - Professional Planner
4 days ago · Licensee Summit. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. Email to register now. Learn More. 1 - 2 December, 2025.
On Practice - Professional Planner
Oct 28, 2024 · Fair Work case highlights the risks with offshoring. A recent Fair Work Commission case has shown that businesses will still be required to meet Australian employment law, even when using offshore talent. The ruling shows that it is essential for advice practices to do proper due diligence off outsourcing systems, whether it’s by using third ...
New Website - Professional Planner
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 …
Our Authors - Professional Planner
Tahn Sharpe. Tahn Sharpe is a Sydney-based financial services journalist with a background in financial planning. He writes on advice, superannuation, investment, banking and insurance issues, is a certified SMSF Adviser and holds an Advanced Diploma of Financial Planning. Contact at [email protected].