Kerrie Sydee
A new approach
  |  In Applied Financial Planning
FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable clients to achieve their goals. Read more

Andrew Alcock
International managed portfolios: A gateway for SMSFs to invest overseas
  |  In SMSF
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 principles ... Read more

Daniel Butler
$1.6M balance cap examined: more tax on death benefits
  |  In Applied Financial Planning
The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death ... Read more

Andrew Cormack
Bonds Live to Die Another Day
  |  In Investment Strategy
The Australian pension industry is one of the fastest growing holders of retirement assets globally. Between 2005 and 2015 pension assets grew at an annualised rate of 9.2%, outpacing the global ... Read more

Amanda Young
The rise of the millennials
  |  In Investment Strategy
The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different. One of the key factors that will drive the industry over ... Read more

Todd Mcclone
What has everybody been worried about?
  |  In Investment Strategy
Despite recent signs of improvement, investor sentiment about emerging markets has been fundamentally depressed over the past year. Relative to their historical positioning, global institutional ... Read more

SPDR Practice Management, State Street Global Advisors
Developing financial knowledge
  |  In Applied Financial Planning
Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime security. It is a continuum of abilities that is subject to variables ... Read more

Craig Hurt
Designing retirement solutions that deliver income for life
  |  In Retirement
Regulation in our market is changing the way that retirement income solutions are built. This paper, developed with the global experience of both AXA Life Invest and AXA Investment Managers, looks ... Read more

David O'Connell
Was the Federal Budget all bad news?
  |  In Superannuation
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. Read more

Shauna Ferris
SM Bonds: A public-private partnership for longevity risk management
  |  In Retirement
There is a consensus of opinion: retirement income products which are currently available in the Australian market are not meeting the needs of our retirees. Too many people are seriously worried ... Read more

Jeff Rogers
The need for a richer suite of retirement products
  |  In Retirement
Designing appropriate investment strategies for retirees is more challenging today than it has ever been. In the past, nominal and real interest rates were higher while average life expectancy was ... Read more

Raewyn Williams
The new recruit to your alpha team
  |  In Applied Financial Planning
'Alpha' as an investment concept is well understood. It is the difference between a portfolio's actual return and the return expected from the portfolio based on its exposure to the ... Read more
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Value Matters - A Crossroads for Australian Equities
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Gender inequality still the elephant in the room
21 October 2016, 12:12pm
Despite significant inroads made to reduce gender inequality in the financial advice industry there are still changes needed to evict the elephant in the room. Read more
Profitable firms leverage from within: Macquarie
20 October 2016, 12:45pm
High performing financial services and accounting firms leverage existing capabilities and clients instead of looking outside their businesses for profit, according to new data from Macquarie. Read more
Sherrin kicks goal with merger
19 October 2016, 12:52pm
Brisbane financial advice business Sherrin Partners has merged with another practice. Read more
Advisers must understand psychological differences
19 October 2016, 12:43pm
Financial advisers must understand fundamental psychological differences between clients and the impact this has on financial decisions, new NAB research shows. Read more
Portfolio rebalancing highlights adviser value
18 October 2016, 12:43pm
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Read more
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