Planning now an integral offering
Financial planning needs to become an integral part of the superannuation industry.
That is one of the key bottom line findings of the latest IUS/Super Review Super Outlook survey conducted throughout November and December last year.
Asked whether they believed financial planning needed to be an integral part of the superannuation industry, 80.5 per cent of survey respondents said “yes”, a significant increase in the number of positive responses over previous surveys.
Chief economist with Classical Economic Analysis Dr Steven Kates said the poll finding was significant, but that the responses from those connected with industry funds had been far less positive towards financial planning.
“The breakdown of the survey respondents reveals a higher proportion of financial advisers than in previous surveys, and that may have been a factor in this result,” he said.
“However, more than half of all respondents are directly associated with superannuation funds, so this result is significant in terms of indicating a change of attitude,” Kates said.
AUTHOR
Mike Taylor
Recommended for you
In this week’s episode of Relative Return Unplugged, Dr Vladimir Tyazhelnikov from the University of Sydney’s School of Economics joins the show to break down the shifting sands of global trade dynamics and attempt to understand the way US President Donald Trump is employing tariffs.
In this week’s special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s plans for the financial services sector.
In this week’s episode of Relative Return Unplugged, AMP chief economist Shane Oliver joins the show to unravel the web of tariffs that US President Donald Trump launched on trading partners and take a look at the way global economies are likely to be impacted.
In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a compelling option for portfolio diversification.
