Latest News
JAMIE WILLIAMSON
About half of all accounting firms are considering a move into financial planning.
HARRISON WORLEY
Difficulties in applying for the Age Pension headline a Retirement Essentials report about the challenges confronting older Australians dealing with Centrelink.
JAMIE WILLIAMSON
BT Financial Advice is scrapping grandfathered commissions, effective October 2018.
ALEX BURKE
ANZ is partnering to roll out a mental health and wellness portal to assist advisers with their own mental health as well as that of their clients.
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CHRISTIAN PAKPAHAN   We outline below the key superannuation changes announced in the Federal Budget 2018 on 8 May 2018. Some of the proposed changes will have a substantial impact on SMSFs if they ...
DAMIEN WOOD   Interest only mortgages boomed in the U.S. in the 1920s. What followed was the Great Depression. They re-emerged Stateside in the early 2000s. What followed was the GFC and the ...
DOMINICK DEALTO   What a difference a quarter makes. When I last wrote in January, we remained cautiously risk on, but extremely nervous in the process. As I noted at the time, we saw risks that ...
BINU GEORGE   The demand for environmental, social, and governance (ESG) or responsible investing (RI) is growing at a rapid pace with nearly USD 23 trillion of assets being professionally managed ...
NOBLEOAK LIFE INSURANCE   The traditional decision making models of 'needs awareness', 'information search', through to the 'purchase decision' is fast becoming outdated in the new ...
NOBLEOAK LIFE INSURANCE   For the second year running, NobleOak has commissioned research to identify customer trends and behaviour in the life insurance and wider financial services industries. Surveying ...
JEROEN VAN OERLE   Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their ...
HUB24 PTY LTD   In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their ...
DAVID BARRETT   The transitional capital gains tax (CGT) relief election associated with the 2017 super reform measures is a generous concession offered to super fund trustees. It protects assets ...
LINDA BRUCE   The downsizer contributions measure was introduced by the Turnbull Government as part of the Government's broader housing affordability package to reduce pressure on housing ...
JEREMY COOPER   Former Prime Minister Paul Keating conceded some years ago that the super system was not designed for people who were going to live over the age of 80. The system he conceived ...
NICKI DOYLE   No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer ...
YVONNE CHU   WHAT'S CHANGED? From 1 July 2017, the 10% test that previously applied to personal deductible contributions has been removed. As a result, all clients under the age of 75 (including ...
RAHUL SINGH   1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking.
MELANIE YOUNIS   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 ...
JULIE FOX   Claiming personal tax deductions for personal super contributions is a valuable new opportunity, if you don't get caught out by any of the common traps. This article outlines the ...
WILLIAM FETTES   The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly came into effect on 1 July ...
NAOMI CHRISTOPHER   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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