Latest News
ANNABELLE DICKSON
The financial services sector has had the highest improvement on an ethics index despite still receiving the lowest score of all sectors, new research shows.
KANIKA SOOD
An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners.
KARREN VERGARA
The majority of financial advisers who sat the most recent exam passed, according to the Financial Adviser Standards and Ethics Authority.
JAMIE WILLIAMSON
If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows.
Latest White Papers
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 ...
JENNIFER SHAW   Time and again, the courts hear cases concerning vulnerable elderly people who have been taken advantage of financially by their own family members. This paper examines the circumstances ...
ANGUS GLUSKIE   Closed-ended investment entities such as listed investment companies (LICs) or listed investment trusts (LITs) have a fixed capital. When investors seek to reduce their investment ...
JUSTIN TYLER   Benchmarks are commonly used to measure performance. However, this paper explains why this approach may be problematic in fixed income investing and how to track performance and ...
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 ...
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 ...
KYLIE BRYANT   The coronavirus (COVID-19) pandemic is reshaping the global business landscape, giving rise to new consumer attitudes and behaviours that are expected to have a lasting impact.
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 ...
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 ...
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 ...
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 ...
ALEXA BOWDITCH   In times like these, can a business be confident that it will continue to comply with its obligations where it has outsourced certain functions? This paper explores strategies ...
ANGELIQUE AKSENOFF   As at 30 June 2020, the Australian Financial Complaints Authority (AFCA) had received 80,546 complaints, of which 78% were closed, and $258.6 million paid in compensation. Complaint ...
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 ...
KARREN VERGARA   As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but ...
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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