Higher education is integral to the professionalisation of financial planning in Australia. However, the traditional separation between ‘content' and ‘practice' in tertiary curriculum does not necessarily equip students with the skills required to apply the content in a professional context....

An advantage of tertiary study is the learning of new theories and ideologies, which can give a new perspective on how one views the world and their place in it. However, a potential barrier to this growth can be students’ own perceptions of themselves and their capabilities to deal with...

Investors face a long and uncertain journey to retirement and beyond, particularly when investing in new defined contribution schemes such as New Zealand's KiwiSaver. This paper seeks to provide positive insights into the design of KiwiSaver by assessing the recently announced move from 4 to 6%...

Self-employed tradespeople, like many business owners, face income uncertainty risk. In Australia, self-employed people are excluded from compulsory superannuation. We quantify financial decisions self-employed tradespeople make in retirement preparation, relative to employed tradespeople. We...

This paper examines whether the relevance of conventional (earnings focused) accounting information for valuation has declined in Australia over a recent period of 28 years. Motivation is provided by the anecdotal concerns of financial analysts, accounting regulators, and a cluster of US centric...

Advice provided by financial planners has the potential to impact the financial and emotional well being of clients. Despite the outcomes of quality financial planning relationships, there is little direct evidence to support the importance of ‘relationship quality’ in financial planning....