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| 21 October, 2021 |
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| Latest News |
| Industry News | | Advice firms need to turn attention to growing scale | | Building scale will allow advice businesses to be in a stronger position to manage costs, meet their compliance obligations and keep fees steady than a small practice, according to Fortnum Private Wealth. |
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| Money Management Original | | Fresh faces for PY will be uncommon | | While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will be more common, according to a planning group. |
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| Sponsored Content | | The megatrends shaping property investments | | Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade. |
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| Industry News | | CPD alone insufficient to raise education standard: FASEA | | Recognising previously completed continuing professional development from older advisers is an insufficient supplement to receiving a tertiary education, while half of the adviser register holds an approved or relevant degree, according to the standards authority. |
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| Industry News | | SMSFA backs the FSC whitepaper | | The SMSF Association has given its full support to the Financial Services Council’s ‘White Paper on Financial Advice’, saying it will help to deliver cost savings and practical, relevant advice that consumers will understand. |
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| Industry News | | AMP calls for end of ‘regulatory burden’ | | The Quality of Advice review presents the opportunity to reset the course for how financial advice is regulated and how it is delivered, according to AMP Advice. |
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| Industry News | | Real estate portfolios will need to adjust with inflation | | In rising inflation, investors should hold properties that are inflation linked, have higher yields, shorter lease terms where rents are at or below market levels, and tenants whose businesses are less impacted by increasing inflation. |
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| Industry News | | ASIC bans ex-Dover adviser for six years | | The corporate regulator has banned Melbourne-based financial adviser Ashok Sherwal from providing financial services for six years after giving inappropriate advice for his personal gain. |
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| Industry News | | State Street appoints Australia head | | Tim Helyar has been appointed head of Australia, while Singapore-based Kevin Hardy has been appointed as head of Singapore and Southeast Asia. |
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| Toolbox |
| Industry News | | Downsizer contribution rules and strategies | | John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients. |
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