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

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Global

#990118

Australia

#32641

Finance/Investing

#353

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Articles

‘That’s not advice – it’s a sales pitch’: SCA cynical of super fund retirement advice - Professional Planner

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

Xavier O'Halloran at the Professional Planner Advice Policy Summit. Photo: Jack Smith
FAAA backs naming and shaming of firms that fail to comply with AFCA determinations

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

The Financial Advice Association Australia has put its support behind new rules enabling the Australian Financial Complaints Authority to publicise the failure of financial firms to comply with AFCA determinations. AFCA released its “2025 Rules Consultation” which included proposing a new rule enabling AFCA to publicise the names of financial firms who fail to comply with a determination.
Advice going through ‘secular change’ and this matters for licensees

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

Andrew Inwood (left) and Grahame Evans.
Count cleared in fees for no service class action

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

The Federal Court has dismissed a class action against Count subsidiary Count Financial, finding that it did not fail to act in client best interests. In an announcement to the ASX after market closure on Tuesday night, Count said the subsidiary had successfully defended the claim and denied any wrongdoing.
What no one tells you about choosing a capital partner

1 month ago | professionalplanner.com.au | Brendan Johnson

This is a question Encore Advisory is asked more and more often as the number of capital providers grow and the value propositions evolve. To help answer this question you should first work out if a capital partner is what you actually need – in most cases it is not.
Associations release guide to navigate complex advice-fee tax deductibility rules

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

To help navigate the complicated regulatory regime that dictates what is – and isn’t – tax deductible for financial advice fees, four associations have created a guide to help with best practice. The guide is co-authored by the Financial Advice Association Australia along with accounting bodies CA ANZ, CPA Australia, and the Institute of Public Accountants covering Tax Determination 2024/7.
Assessing the right circumstances to dob in another licensee

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

Most licensees are across their obligations to dob themselves in to ASIC when they become aware of a ‘reportable situation’. But are you aware that you have an obligation to dob in other licensees in certain circumstances? This is the equivalent of being what we used to call, in the school playground, a dibber-dobber – except that, under the AFSL regime, it’s not optional!I also like to call it the ‘dabbing’ provision, as it sits in section 912DAB (get it – ‘DAB’?) of the Corporations Act 2001.
Two-thirds of MLC platform users to get fee reduction

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

Liz McCarthy (left), Recep Peker
FAAA ‘concerned’ about anti-competitiveness in the DBFO

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

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

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

Misha Schubert (left), Sarah Abood, Blake Briggs at the Professional Planner Advice Policy Summit