Latest News
ALEX BURKE
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice.
JAMIE WILLIAMSON
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice.
KARREN VERGARA
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement.
JAMIE WILLIAMSON
The Apple Isle is calling for those wanting to make the most of their retirement, according to the latest insight from Milliman.
Latest White Papers
DAVID HEATHER   It wasn't that long ago that financial services was all about specialisation. Stockbrokers looked after people's equities portfolio, investment managers provided managed funds ...
DARREN STEVENS   In this paper we outline current global trends in wealth management platforms and identify key future social and technology trends that are going to radically transform the industry ...
SIMON O'CONNOR   Late last year an outrage occurred in New Zealand when it was revealed that all the default KiwiSaver funds on the market were holding investments in companies that either produced ...
CLAUDINE SIOU   Existing rules apply until 30 June 2017 making it easier to plan for non-concessional contributions before the caps drop dramatically on 1 July 2017. Clients eligible to bring-forward ...
DAVID LOADER   Life insurance plays a vital role in the modern life, supporting people during difficult time. But despite the social good that stems from it, the industry has a less than flattering ...
RAHUL SINGH   Prior to 1 July 2014, when considering total and permanent disablement (TPD) insurance, advisers typically considered the advantages and disadvantages of owning the cover inside ...
HELENA GIBSON   Helena Gibson is at Perpetual in their platform division. Initially she details an important innovation that Perpetual has created called the WealthFocus Investment Advantage.
DAVID O'CONNELL   It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the superannuation system.
ANDREW ALCOCK   According to the Australian Tax Office's (ATO) latest data, SMSFs have generally had very little exposure to overseas assets. This could be viewed as contradictory to the fundamental ...
JONATHAN STEFFANONI   It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom ...
SAMUEL MORRIS   While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the ...
BRYCE FIGOT   This article will address the problems that can arise in using alternate directors in an SMSF succession planning context and suggest a possible solution. As with all succession ...
JOSH RUNDMANN   With the raft of super changes which parliament recently passed, there have been some smaller amendments which have a profound impact on the way pensions will operate when it comes ...
GERARD MAGNER   The collapse of the Westpoint group and the loss of many millions of dollars of investors' funds has been the subject of much publicity. ASIC has recently announced that it ...
HARRY NEW   A new regulation has been recently introduced in relation to AFSL holders' compensation requirements under section 912B of the Corporations Act while ASIC has released a consultation ...
ANN HERRMANN-NEHDI   In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can ...
EMMA RAPAPORT   After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser ...
JENNY PEARSE   The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial ...
MARTIN BRECKON   In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what ...
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