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
The next trap for SMSFs by WP | 24/10/2013 5:25:18 PM

ASIC and the Department of Social Services have highlighted yet another way that spruikers are trying to target SMSF investors. Make sure your clients don’t get caught in the trapread more

Advisers a barrier for new insurers by Kathleen Payne | 23/10/2013 5:02:20 PM

Competition within the life insurance sector is being stifled, and it's not just because of current industry players, as advisers prove to be an obstacle read more

Personal statements: High risk by Kathleen Payne | 23/10/2013 4:46:10 PM

Are you helping your client complete their personal statement, or coaching them through the process? If so, you could be putting your PI cover at riskread more

Thousands stung by BoQ's $58m oversight by WP | 23/10/2013 10:18:36 AM

Approximately 46,000 people have been affected by errors at Bank of Queensland, including underpaid interest and overcharged fees costing up to $58 million. Make sure your clients haven’t been affectedread more

Advisers opt for retail over SMSFs by Kathleen Payne | 18/10/2013 12:28:17 PM

Despite SMSFs outperforming retail funds in terms of member satisfaction, one researcher says that advisers are still directing clients towards the retail sector, and could be failing in their fiduciary dutyread more

Comment of the Week goes to.... by WP | 18/10/2013 12:18:24 PM

At Wealth Professional we love a bit of healthy discussion, and we also love action. This week's comment of the week involves a bit of bothread more

FPA reaches out to industry super by WP | 16/10/2013 9:44:57 AM

A landmark agreement between the FPA and an industry super fund means that members may start seeing referral action from the fundsread more