The biggest rort in the industry
(How to pay less in fees AND get your own tailored financial plan).
As you may know Marcus Today also owns a financial planning business called MTIS Private Wealth. I apologise in advance for talking my own book but you should find this interesting either way.
Our financial planning team had a client in this week with approximately $1.3m in superannuation. It was invested in a series of managed funds through one of the big “platforms” offered by the big fund managers.
A survey in 2009 by the Small Self-Managed Super Fund Investor Report found that 72% of investors who were actually using a platform said that they didn’t use one (when they unknowingly did) or did not...Continue Reading