In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies.

Together, they explore the key challenges these changes present for advisers and clients, and how financial professionals can navigate this new terrain to better serve their clients’ long-term financial goals.

Tune in for expert insights into critical issues, including:

• The effects of recent regulatory changes on financial planning strategies.
• How superannuation reforms are transforming retirement planning.
• New research from Generation Life revealing that 75 per cent of Australians are concerned about their retirement savings. · The evolving role of financial planners in helping clients navigate uncertainty.
• Effective strategies for sustaining client confidence during economic and policy shifts, and more.

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a range of issues within the financial advice space, including the opposition’s strong statement on delays to implementing the Quality of Advice Review’s (QAR) recommendations.

The pair delve into shadow financial services minister Luke Howarth’s criticism of the government due to the lack of movement on the second tranche of the Delivering Better Financial Outcomes (DBFO) bill, despite the final QAR report being handed down more than 650 days ago.

Listen as they discuss:

• Whether there is still time for DBFO tranche two legislation to be delivered.
• The public inquiry into the Compensation Scheme of Last Resort, Dixon Advisory and wealth management companies.
• Super funds embracing digital advice and the response from the advice community.

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces.

Thomas discusses her PhD on Generation Z’s initial experience with superannuation, and the heavy workload of pursuing her research while balancing work and family obligations.

She also shares why she believes that combining her academic background with her practical experience will enhance her expertise and help improve financial literacy among younger individuals, ultimately fostering greater engagement with the superannuation system.

Listen as they discuss:

• The sacrifices she’s making to complete her PhD.
• Advisers’ struggle to be viewed as a profession.
• Improving people’s engagement with their super, and more.