Showing 71 to 80 of 87 articles: JEFFREY SCOTT | TUESDAY, 1 JAN 2008 Trauma insurance commenced on 6 October 1983, when Dr Marius Barnard helped launch the first policy in South Africa. The policy was designed to help clients pay for medical expenses associated with heart surgery (Marius and his brother Christian performed ... Read more MICHAEL HALLINAN | TUESDAY, 1 JAN 2008 Can superannuation investments be attacked when a person becomes bankrupt? The critical points of attack in relation to superannuation are potentially contributions, a superannuation account balance, pensions and fund control. Financial planners typically ... Read more WAYNE WALKER | TUESDAY, 1 JAN 2008 There are many market myths in the superannuation industry. This paper shows that fund choice is alive and well and constitutes a multi-billion dollar competitive battlefield. This competition augurs well for the retirement of individual Australians. ... Read more MICHAEL FIELDING | MONDAY, 1 JAN 2007 Clearing houses are not just for corporate super funds, they are also very important for advisers who need super funds to be more efficient. Clearing exchanges would be something you would expect to be as far from the advisers "concern" as ... Read more MICHAEL ROGERS | MONDAY, 1 JAN 2007 Group Insurance has always been a tremendous platform for making insurance more accessible to more people, but increased competition and strong economic conditions have meant Group Insurers have had to re-asses their mantra and it is becoming commonplace ... Read more GRAEME COLLEY | MONDAY, 1 JAN 2007 Until 11 May 2004 it was possible for all types of superannuation funds to provide defined benefit pensions to members. At the time the definition of a defined benefit pension was any pension except for one determined by reference to life insurance ... Read more KATE ANDERSON | MONDAY, 1 JAN 2007 The choice to set up one's own selfmanaged superannuation fund (SMSF) is becoming an increasingly popular one for many Australians in the lead up to the Federal government's reforms to simplify and streamline superannuation from 1 July 2007. ... Read more GILES CRAIG | MONDAY, 1 JAN 2007 One often thinks of challenges and opportunities as opposites, but according to the latest research from AMP Capital Investors and Investment Trends, the growing self-managed super funds (SMSFs) market appear to be offering up both to accountants. Over ... Read more DAVID SHIRLOW | MONDAY, 1 JAN 2007 For clients contemplating establishing a self-managed superannuation fund (SMSF) one of the key considerations will be whether the trustee should be a company or two or more individuals. We estimate that around 60 per cent of SMSFs have individual trusteeship ... Read more GRAEME COLLEY | SUNDAY, 1 JAN 2006 As a segment of the superannuation industry, self-managed superannuation funds (SMSFs) display a wide range of characteristics. Some have investment portfolios with highly diversified arrangements traded on a regular basis. Others invest within a limited ... Read more |
Latest News
Advisers must unite for major reforms: SIAA
|Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will hear.
Litigation funder disputes AMP BOLR settlement
The litigation funder of the AMP Buyer of Last Resort (BOLR) class action is negotiating its cut of the settlement money and could take home as much as $43 million.
ASIC clamps down on advisers, trustees cold calling
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds.
FSC launches digital advice group
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.