Latest News
ALLY SELBY
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice.
JAMIE WILLIAMSON
AMP is launching a new range of managed portfolios, available on its flagship MyNorth platform.
ELIZABETH MCARTHUR
The latest insights from Kaizen Recruitment show the benchmark salaries for financial advisers and paraplanners remain as they were in early 2019.
ELIZABETH MCARTHUR
FASEA has revealed the areas that financial advisers struggle with in the exam - with regulatory and legal questions presenting a challenge.
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 ...
JOHN FLYNN   We view the potential for a systemic bank failure due to the coronavirus (COVID-19) economic shock as low. Today's banks are more resilient than in the past, given their robust ...
ANDREW LOCKHART   Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistently low growth, finding reliable sources of return is ...
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 ...
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 ...
KERSTIN GLOMB   Most people have come across enduring powers of attorney (EPA), but there is still uncertainty around what an attorney can and cannot do. An EPA is a legal document that allows ...
JON IRELAND   In response to recent market volatility and disruption, investment fund issuers and their boards have been reminded of their governance and conduct obligations in light of emerging ...
ROBERT MACREDIE   The global response to the coronavirus (COVID-19) pandemic has resulted in many ordinary business dealings now being undertaken remotely due to social distancing protocols and ...
MATTHEW WALKER   The purpose of any advice business is to help its clients to achieve what they want to achieve. So, why is talking about goals-based advice seen as being 'different' from ...
JUSTIN CHANDLER   In terms of managing farm operations there are a multitude of financial considerations. The things financial advisers might have to consider include: debt repayment and lifestyle ...
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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