Wealth Professional forum - have your say

Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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Topic & Comments
'5% of trustees understand' by | 29/11/2013 11:40:23 AM

Financial advisers are increasingly of the opinion that SMSF trustees are not fully understanding their responsibilities and risks involved. Should everyone who provides any advice to trustees be accredited?read more

Bringing life profits back from dead by Calida Smylie | 27/11/2013 4:09:40 PM

The popularity of Australian life insurers is waning, with the latest statistics showing a mammoth 26.5% decline in net profit after tax. One risk adviser speaks out on improvements read more

Get more from your staff without cash bonuses by WP | 27/11/2013 11:22:40 AM

More than half of companies have experienced a drop in morale in recent times and the majority of managers are focusing on cash-based incentives to retain staff. However, many non-financial motivators can be just as effective – if not more soread more

Discrepancies with SMSF costs by | 26/11/2013 5:40:48 PM

A number of industry bodies have disagreed with ASIC-commissioned research into SMSF costs, saying the study places them higher than they areread more

Advisers 'shooting themselves in the foot' by Calida Smylie | 22/11/2013 11:43:34 AM

Generation Y’s get a bad rap for being too free with their money and disinterested in saving for their future, but one financial adviser who specialises in young people gives his tips to reel them inread more