Part 4 – The major benefit of ‘behavioural coaching’
One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad.
Categories for Financial Planning News
3 tips for weathering the market’s bumpy ride
A very interesting graph comparing short term volatility with past long term reality.
Common BDBN ‘pitfalls’ flagged in wake of ASIC action
An industry law firm has identified some of the common traps with BDBNs that can land advisers and their clients in trouble. One example being a recent case of incorrect witnessing of binding nominations.
Case law points to ‘growing importance’ of SMSF document chain
Another thing SMSF Trustees need ot be aware of.
How Australia is performing.
An up-to-date snapshot of Australia's vital statistics. Please click on the following link to... View Article
Global outlook summary: Down but not out
As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent.
Australia – a comprehensive run-down of our vital statistics.
An up-to-date snapshot of Australia's vital statistics. Please click on the following link to see... View Article
Your guide to smarter holiday reading
Given all of the talk about many Australians being apathetic about their superannuation, it seems counter-initiative that one of the fastest-selling books ever in Australia is about how to improve your personal finances.
Verifying asset values in a SMSF.
ATO issues fresh warning on valuations after major cases.
Admin, BDBN errors flagged for SMSFs this year
SMSF practitioners and their clients have been cautioned on some of the ongoing mistakes that continue to be made with documentation and some of the newer traps that have cropped up with the changes to superannuation.
