Latest News
HARRISON WORLEY
A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today.
JAMIE WILLIAMSON
The head of AMP's advice business has rebuffed claims the group failed to meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy.
KARREN VERGARA
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion.
HARRISON WORLEY
A financial adviser previously banned by ASIC has found himself in hot water again.
Latest White Papers
COUNTPLUS *   The coming years may be the most tumultuous in the history of the Australian financial services sector. This paper, based on the research of CoreData, argues that one of the core ...
TOM REDDACLIFF   The original version of this paper was written in August 2018 - however, we cannot ignore the potential implications of the Hayne Royal Commission Final Report (RC report). As ...
CHRIS BEDINGFIELD   Modern Monetary Theory (MMT) has been gaining attention in recent months - some positive and some not so positive. Over the next few years, investors can expect to hear a lot more ...
GOPINATH KARUNAKARAN   In fixed income investing, there are two conventional sources of return that investors are familiar with - collecting interest payments from bonds (i.e. income) and correctly predicting ...
JAMES MCFARLAND   In over 30 years of business Stanford Brown has gained extensive experience partnering with small to medium sized business owners. As small business owners ourselves, we understand ...
GREG MARTIN   The psychology behind good and bad advice We are all motivated reasoners and our motivation is rarely simply financial. Life insurance commissions, much like Satan and the universe ...
PATRICK LEMMENS   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 ...
MARK ELLEM   I love an election, particularly a federal one - it's the quintessential characteristic of democracy in action (provided there's no undue influence from foreign governments). It's ...
DANIEL BUTLER   The next Federal election, according to our current Prime Minister Mr Scott Morrison, will be held in May 2019 and, if the Labor Government is elected, significant change is likely.
STUART SHEARY   What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Self-funded retirees of age pension age may be eligible for the CSHC. The CSHC offers ...
ASSYAT DAVID   Retirement planning for baby boomers has provided the foundation for significant growth in the financial services industry. It has underpinned service models, product solutions ...
KEAT CHEW   Apart from super benefits paid from an untaxed super scheme - usually Commonwealth and State government pension funds - there are only limited circumstances where an untaxed element ...
GRAEME COLLEY   If you are a small business owner, the capital gains tax (CGT) small business concessions allow you to increase your retirement savings significantly. Fortunately, the maximum ...
PETER TURBACH   There has been a lot of attention by the law makers and the regulators over the last few years in the advice business. Specifically in the managed accounts world, we have seen ...
CLAIRE WIVELL PLATER   There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include ...
KIM GUEST   New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. This paper is the second part in a two-part ...
KIM GUEST   New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Under the new rules, lifetime income streams ...
CLAUDIA PRITCHITT   In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as ...
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 ...
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