Professional Planner

Professional Planner has swiftly become an essential resource for financial planners, accountants, and private bankers dedicated to advancing their careers and expanding their businesses. This monthly magazine reaches a discerning audience, boasting a CAB-audited circulation of 11,503. Since it was launched in 2007, Professional Planner has built an exceptional reputation for aiding the financial planning sector in its quest for genuine professional recognition.

Trade/B2B

English

Magazine

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Domain Authority

Ranking

Global

#1152938

Australia

#35398

Finance/Investing

#386

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Articles

FAAA ‘concerned’ about anti-competitiveness in the DBFO

1 week ago | professionalplanner.com.au | Chris Dastoor

David Sharpe (left), Sarah Abood
Associations call for ‘rapidly finalising’ advice reforms

1 week ago | professionalplanner.com.au | Chris Dastoor

Misha Schubert (left), Sarah Abood, Blake Briggs at the Professional Planner Advice Policy Summit
Court hands down $11m penalty for conflicted SMSF property advice

3 weeks ago | professionalplanner.com.au | Chris Dastoor

The Federal Court has ordered an advice firm pay an $11 million penalty after it found the firm breached conflicted remuneration rules and its advisers provided “cookie cutter” advice. DOD Bookkeeping, which was previously known as Equiti Financial Services and is now in liquidation, had paid $130,250 in bonuses to three financial advisers who advised clients to roll over their super into SMSFs and to buy property through a related entity, Equiti Property.
FAAA election hub tracks advice-related positions of candidates

3 weeks ago | professionalplanner.com.au | Chris Dastoor

In a sign there is support for financial advice reform outside the major parties, independent Teal MP Allegra Spender says she believes in fixing the Compensation Scheme of Last Resort, changing the education standard and finalising the Delivering Better Financial Outcomes as “urgent” priorities. While happy to back some policy changes, the Member for Wentworth says she has also worked to prevent some of the “less good ideas” to progress.
Platforms made call to suspend Venture Egg adviser payments while ASIC investigates

1 month ago | professionalplanner.com.au | Chris Dastoor

Trustees of the platforms that held the Shield and First Guardian funds made the choice to suspend adviser fees rather than await directive from the regulator, which is still in the midst of an investigation into Venture Egg and its principal adviser Ferras Merhi.
New CARs stalled as SOA reform only drives minor changes

1 month ago | professionalplanner.com.au | Beata Kuczynska |Aleks Vickovich |Chris Dastoor

The Albanese government has released draft law on Tranche 2 of Delivering Better Financial Outcomes, unveiling the replacement of Statements of Advice with the new "Client Advice Record" required to be kept on file but not issued to clients unless requested. The more controversial changes to the Best Interests Duty and introduction of a “new class of adviser” were left out, as foreshadowed by Professional Planner.
The ghosts of super’s original admin sin have come back to haunt it

1 month ago | professionalplanner.com.au | Simon Hoyle |Aleks Vickovich |Chris Dastoor

Such is the nature of memory in Australia’s superannuation system that, in the long and increasingly brutal admin debate, the name “Superpartners” has not been invoked once. Founded in 1983, Superpartners was an industry fund-owned administration platform that, at its height, handled 6.3 million super accounts across 700,000 employers totalling $80 billion in assets.
Commercial property market has reached ‘inflection point’

2 months ago | professionalplanner.com.au | Nina Hendy |Chris Dastoor |Alexandra Cain |Oksana Patron

Property investment and funds management group, Charter Hall is anticipating the end of the decline in commercial property valuations that has challenged the market for the past two and a half years. At the group’s half year results in February, group chief executive, David Harrison, said the market had reached an “inflection point”. “Looking 10 years ahead, Australia is forecast to see its population grow by 3.9 million people,” he told investors.
Private equity bidding war upends market view of Insignia - Professional Planner

Jan 7, 2025 | professionalplanner.com.au | Beata Kuczynska

Researcher Morningstar believes a recent spate of takeover offers for Insignia Financial by private equity investors proves the embattled wealth giant has been undervalued by the market. The bids come as offshore interest in Australia’s wealth sector continues to grow.
Lack of time to think leads to dumb things happening

Jan 12, 2024 | professionalplanner.com.au | Tom Ravlic |Simon Hoyle |Chris Dastoor |Paul Barrett

One of the craziest things that financial services professionals have to contend with is a world that does not seem to want to give them five minutes to catch a breath, have a moment’s rest, and just generally let the dust of one year settle before the bustle starts again.