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Customer-centred innovation underpins high satisfaction among financial advice customers

 

Customer communication, marketing and financial management will dominate the financial adviser innovation agenda during 2015,.....

An investor's personal trainer

 

What value do you expect a financial adviser to add to your investment success?

Two sides to the age profile of SMSF members

 

There are two fascinating sides to the age profile of self-managed super fund members. Both provide an insight into the future of SMSFs.

Actuaries call for end to superannuation policy tinkering
  • Major parties should enshrine super objectives in legislation, stop short-term tinkering
     
  • Policymakers need to encourage focus on retirement incomes
ATO urges caution on pensions

 

The ATO has said the lack of attention being paid to minimum pension payment requirements is “surprising” .......