Latest News

Kidmans acquires wealth advisory firm

Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million.

AFCA caps Dixon claimants at 2773

Total compensation for Dixon Advisory victims has reached $338.6 million as the Australian Financial Complaints Authority (AFCA) caps the total number of complainants at 2773.

Adviser queries jump 40%: AMP

AMP said it received over 6800 calls and email queries from financial advisers for the half year ending June 30.

Inflation pummels adviser pay by 20%

Financial advisers' remuneration has failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter.

Latest White Papers

Wills and 'the guilt of giving'

LARISA KAPUR   A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you.

An introduction to philanthropic giving

DAVID BARRETT   This article introduces financial advisers to the financial planning considerations that arise when clients have philanthropic goals.

Realising the potential in infrastructure

MATTHEW LANDY   For many investors, two years of higher inflation and central bank rate hikes may have seemed like an endurance test - replete with elevated market uncertainty and high volatility.

How advisers can add value beyond the index

BETASHARES   There could be significant advantages to including some low-cost equity beta in client portfolios. But how do you add value beyond tracking the broad index?

Making insurance more affordable

RICHARD EDWARDS   There are a number of ways you can reduce the hip-pocket impact of personal insurance for clients facing cost-of-living pressures.

A ticking time bomb

JONATHAN LIGHT, VALESKA BLOCH, JOSHUA ANDERSON, EMILIANA GALLEGO   Insurers heavily scrutinise organisations' ability to prevent, anticipate and withstand cyber-attacks when deciding whether or not to offer cyber insurance.

Technology trends in the retirement market

DEVAN NAIDOO   The retirement landscape is undergoing a seismic shift. With changing demographics, longer life spans, and evolving economic trends, it has become imperative for the pension industry to move with the times.

Are NFTs and NFPs a match made in heaven?

DARREN FITTLER   Non-fungible tokens (NFTs) exploded in popularity in 2021. Fundraising teams within some charities and not-for-profits (NFPs) who were in the midst of pivoting their strategies because of COVID-19, took note of this demand and used NFTs to raise substantial sums for their causes.

Debunking myths of lifetime annuities

MANSI DESAI   Lifetime income streams, such as a lifetime annuity, can provide an important benefit to a portfolio, in that they can help address the issue of longevity risk.

The evolution of superannuation operating models

PETER SHERRIFF, CLAYTON ISSITT   Regulatory and stakeholder demands are driving superannuation funds to evaluate their operating models, with a focus on improving efficiency, preparing for potential mergers and scaling in a sustainable fashion.

Navigating the transfer balance cap

STEPHEN BLAKE   The transfer balance cap imposes a limit on the amount of capital that can be held in retirement phase in order to support a retirement phase superannuation income stream - also commonly referred to as a superannuation pension.

The decumulation puzzle

SIMON BRINSMEAD, MEHER EDIBAM   The UK defined contribution (DC) pension system is a relatively immature system compared with three decades of defined contribution history here in Australia. Despite this, the UK is already making significant progress in moving forward with ideas to make retirement simple for members.

Superannuation binding death benefit nomination

GERARD BASHA   Superannuation legislation and many superannuation trust deeds permit a member of a super fund to sign a binding death benefit nomination (BDBN) in favour of their dependants or the legal personal representative of the member's estate.

Fringe benefits tax essentials

CHRISANTHE LEKATIS   Fringe benefits tax (FBT) is a tax payable by employers on certain benefits provided to employees.

Thinking about self-licensing?

SEAN GRAHAM   We recently learnt that 98% of the new advice licensees that commenced operation in 2023 were 'micro-licensees'-that is, licensees with fewer than ten advisers.

Understanding AFCA: Powers and remedies

BARTIER PERRY LAWYERS   The Australian Financial Complaints Authority (AFCA) complaints against financial firms in the banking and finance space rose 27% in the financial year ending 30 June 2023, bringing the total complaints in that sector to 53,638.

The advisable Australian: Client experience and service

NETWEALTH INVESTMENTS   In the first instalment of this series, we explored the diverse segments of advised Australians based on age and affluence, uncovering their unique preferences and financial goals.

Having difficult conversations with clients

CLAIRE MIDDLEBROOK   For many of us, this is one of the scariest phrases, especially if you are a financial adviser.

Five strategies to increase the closing ratio for financial advisers

ESZYLFIE TAYLOR   As a financial adviser, building trust and credibility with potential clients is paramount to increasing your closing ratio and growing your wealth management practice.

CX: Experiences that keep your customers coming back

JODIE KNOWLTON   The way customers or clients interact with businesses has rapidly evolved in recent years. What has not changed, however, is the need to provide an outstanding experience in order to retain those customers.