Applied Financial Planning LESTER WILLS | FRIDAY, 22 MAY 2009 Lester Wills discusses research originally written by James Montier. Montier has developed a list of 10 perilous errors people make when investing. Wills says that when you consider Montier's list, they seem pretty obvious. "Too many things that are ... Read more DIANA BEAL | FRIDAY, 22 MAY 2009 Diana Beal is a retired academic. Her paper comes from research she conducted while Associate Professor in personal finance at the University of Southern Queensland. The research sought to answer the question about how much older Australians intended ... Read more Taxation & Estate Planning JOCELYN FURLAN | FRIDAY, 22 MAY 2009 Jocelyn Furlan is the Acting Chairperson of the Superannuation Complaints Tribunal. In this role she sees many super fund death benefit cases. This gives her an excellent insight into common issues that arise which could more easily and effectively ... Read more NATALIE SILLAR | FRIDAY, 22 MAY 2009 Natalie Sillar uses this paper to provide a diverse range of marketing and sales ideas about generational marketing. Natalie is at BT Financial Group which has developed three toolkits to empower financial planners who use its Wrap Platform to better ... Read more PETER GANDOLFO | FRIDAY, 22 MAY 2009 Peter Gandolfo heads up the legal division of Partners Group. In this paper, Peter argues that succession planning is critical. He then details a 12-step program to implement orderly succession. A succession plan "should be done in conjunction ... Read more Superannuation  GRAEME COLLEY | FRIDAY, 22 MAY 2009 Graeme Colley delivers some excellent research on how the Better Super accountbased pensions provide a sound basis for retiree clients. It should be possible to place "restrictions on an account-based pension with carefully worded conditions attaching ... Read more ROSS CLARE | FRIDAY, 22 MAY 2009 Ross Clare works at the Association of Superannuation Funds of Australia. In this paper Ross takes data published by the Australian Bureau of Statistics to determine the level and diversity of superannuation balances across both the self-employed, wage ... Read more Technology HELENA GIBSON | FRIDAY, 22 MAY 2009 Helena Gibson is at Perpetual in their platform division. Initially she details an important innovation that Perpetual has created called the WealthFocus Investment Advantage. This innovation has three capital gains tax benefits that other platforms ... Read more Investment  JULIE MCKAY | FRIDAY, 22 MAY 2009 Julie McKay works for Leveraged Equities. Her paper provides excellent background research on why using gearing to build wealth over the medium- to long-term remains a valid strategy. "Even in today's financial environment not all debt is bad. ... Read more ROBERT DEUTSCH | FRIDAY, 22 MAY 2009 Robert Deutsch works for The Royal Bank of Scotland (RBS). He details how and why many self funded instalments were largely withdrawn from the market during 2008. One of the reasons was the spike in financial market volatility. Robert then describes ... Read more Insurance ALEX WAGNER | FRIDAY, 22 MAY 2009 Alex Wagner is the claims manager at Zurich. In this paper Alex shows that insurers assess claims under the spotlight of two competing objectives - the need to assess claims quickly because of potential commercial reputational damage and the prudential ... Read more JON DE FRIES | FRIDAY, 22 MAY 2009 Jon de Fries argues that "well-structured business insurance helps keep your business functioning and protects the value of your business in the case of unplanned events." His paper points out the chronic under-insurance across Australia, especially ... Read more |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
