Latest News
KANIKA SOOD
Centrepoint Alliance reported $1.6 million in NPAT for the December half, as its total adviser numbers dropped slightly to 308.
ELIZA BAVIN
Fintech Ignition Advice has announced it will move into the UK market, establishing new teams in London and Edinburgh.
KANIKA SOOD
IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.
ELIZA BAVIN
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.
Latest White Papers
RAY MCHALE   The Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics (Code) consists of the five ethical values of trustworthiness, competence, honesty, fairness, and diligence; ...
PAUL DERHAM   Chances are you are reading this paper on an electronic device. You may have used the same device to video-chat with others, message your team and create or send documents—in ...
ANDREW WILSON   People often ask why interest rates are so low, what is a negative interest rate and when will rates rise again. This paper explains the economics behind low interest rates, considers ...
PETER HARPER   Core exposures form the foundation of an investor's portfolio. Key attributes of these exposures are longevity, value and the ability to meet asset allocation objectives. Exchange-traded ...
MICHAEL RENNY   One of the emerging risks raised in this year's Swiss Re SONAR New emerging risk insights report (SONAR report) is 'mental health among the young'. The SONAR report ...
JEFFREY SCOTT   Advisers are often asked whether or not a client should own their total and permanent disability (TPD) policy individually (self-owned) or have it structured via a superannuation ...
HUB24 PTY LTD   Financial advice is a service valued by many Australians, and many more are interested in seeking advice. However, it is currently not accessible to all. One of the main reasons ...
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TERRI BRADFORD   Legislation has passed allowing employees with multiple employers to opt out of receiving superannuation guarantee payments to avoid unintentionally breaching their concessional ...
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 ...
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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 ...
APRIL KENNEDY   Capacity can be an emotionally charged topic, especially in relation to dementia or Alzheimer's disease and other degenerative conditions. This paper discusses how a Will might ...
GEOFFREY MILANI   Many people generously leave gifts to charities in their Wills to support the community or important causes. Unfortunately, these gifts sometimes run into issues when the charities ...
SIMON BETCHLEY   The minute the current fee-disclosure statement (FDS) and opt-in requirements became law, advisers across the country hung their heads in the knowing that this was going to add ...
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ANDREW BROWNE   Get clear on what is at stake when you borrow with others. Understanding joint and severally liability loans and what it means for you You might think when you take out a joint ...
MARK WILKINSON   The Financial services industry continues to undergo significant change. With the Australian economy now in a recession, many clients are looking for advice and reassurance. However ...
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