All Articles tagged with 'John Wiseman'

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End of financial year issues to confront SMSFs & planners will miss out on business growth opportunities

From JWW Consulting

Although still months away to the end of the financial year on June 30, financial planner and head of JWW Consulting John Wiseman predicts there will be a surge before

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08 Feb 2017

Past SMSF advice and practices by accountants will be a PI and legal dilemma post July 1

From John Wiseman

Industry consultant John Wiseman predicts that the ‘head in the sand’ approach many accountants and SMSF trustee/members chose to adopt leading up the expiration of the July 2016 exemption is

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13 Jul 2016

John Wiseman predicts SAFs to become a serious consideration for planners and investors post July 2016

From John Wiseman

Industry consultant John Wiseman firmly believes that in the SMSF sector, little understood superannuation solution small APRA Funds (SAFs) will be considered far more favourably and seriously by planners and

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23 Jun 2016

Demand by retired Australians will challenge the financial advice landscape

From John Wiseman

Demand from retired Australians will profoundly change the future of financial advice with planners challenged to provide solutions that capitalise and more effectively utilise the dormant wealth and value locked

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17 Jun 2016

Planners at risk in new financial environment if Fixed Income definition not clarified correctly

From John Wiseman

Industry consultant John Wiseman warns financial planners are at risk in the current economic environment of interest rates falling to historical lows if they fail to correctly clarify the role

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13 May 2016

For too long SMSF has been an amateur’s DIY project; reality is about to bite hard says John Wiseman

From John Wiseman

Reflecting on the tsunami of issues about to engulf accountants and SMSF holders, industry consultant John Wiseman points to the impact it will have on costs and fees – one

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22 Mar 2016

Planners will be SMSF July 1 winners, accountants will ‘miss the boat’ & clients to face fee cost shock!

From John Wiseman

With time now fast approaching for the July 1st deadline whereby the accountants SMSF Advice exemption will be removed, the big winners will be qualified compliant ready Financial Planners in

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03 Mar 2016

Earn CPD Points

CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]