Latest News
KARREN VERGARA
A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.
KARREN VERGARA
Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.
ALLY SELBY
New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.
ANNABELLE DICKSON
Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.
Latest White Papers
MICHELE LEVINE   Regulators have focused intensely on 'fairness' following the numerous scandals involving overcharging, underservicing and poor customer outcomes that were laid bare in the Royal ...
SHLOMO SHER   The process that leads to effective moral action can be roughly divided into three components: 1. Moral awareness - the process of identifying the ethical issues involved, the ...
PAUL CHIN   High-grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment. Today's bond yields are indeed low, and some investors ...
SABIL CHOWDHURY   The search for yield is proving to be an endless challenge for investors during the market crisis brought on by the coronavirus (COVID-19) pandemic. Finding attractive yield has ...
ANDREW REYNOLDS   An unintended consequence of the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act) that came into effect on 1 July 2019 means that many total ...
RACHEL LEONG   Annual events such as Movember highlight the need to consider the various insurance policies that can protect clients against the financial impacts of serious diseases most commonly ...
LESLEY FRENCH   Banking and financial services is a data driven industry in which organisations rely heavily on data analytics to meet customer expectations and stay competitive. Like most industries ...
NALIKA NANAYAKKARA   Traditional client engagement channels are being consigned to the past as voice-enabled tools and digital assistants take us to the future. The velocity of digital innovation ...
DANIEL BUTLER   This paper examine what advice self-managed superannuation fund (SMSF) advisers can and cannot provide without 'stepping over the line' especially in providing taxation ...
NETWEALTH INVESTMENTS   A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to ...
MANSI DESAI   From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when ...
ASSYAT DAVID   The Financial Adviser Standards and Ethics Authority (FASEA) standards that came into effect from 1 January 2020 are compulsory for all financial advisers who provide financial ...
LYNNE GIBSON   Expenses associated with the running of an individual's home are usually private and domestic and nature. However, deductions for 'home office expenses' may be available ...
JANET MANZANERO-CARUANA   Selling one's home without the main residence exemption can mean a substantial tax bill. The capital gains tax (CGT) main residence exemption (the exemption) is available ...
ALEXA BOWDITCH  |    3:20PM   In times like these, can a business be confident that it will continue to comply with its obligations where it has outsourced certain functions? This paper explores strategies ...
ANGELIQUE AKSENOFF   As at 30 June 2020, the Australian Financial Complaints Authority (AFCA) had received 80,546 complaints, of which 78% were closed, and $258.6 million paid in compensation. Complaint ...
JULIE KNOX   A fellow advice professional I met recently said he avoids the term 'budget' when meeting with clients as they see it as a dirty word. He went on to explain that if you ...
SIMON RUSSELL   The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to ...
SCOTT BREWSTER   Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. However, selling a practice ...
SCOTT BREWSTER   According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective ...
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