Volume 4 Number 1

Volume 4 Issue 1

Superannuation

Account based pensions - more than just a pretty face

GRAEME COLLEY | Comments | 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 ... Graeme ... Read more

Superannuation and the self-employed

ROSS CLARE | Comments | 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 ... Ross ... Read more

Insurance

The insurer's claims management dilemma

ALEX WAGNER | Comments | 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 ... Alex ... Read more

Protecting a small business using insurance

JONATHAN DE FRIES | Comments | 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 ... Jon ... Read more

Applied Financial Planning

An introduction to behavioural finance

LESTER WILLS | Comments | 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 ... Lester ... Read more

Financial support for adult children in Australia

DIANA BEAL | Comments | 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 ... Diana ... Read more

Risk is in the eye of the beholder

SCOTT LAWRENCE | Comments | FRIDAY, 22 MAY 2009

Investment

Margin lending in today's environment

JULIE MCKAY | Comments | 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 ... Julie ... Read more

Self-funding instalments - wanted: dead or alive

ROBERT DEUTSCH | Comments | 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 ... Read more

Technology

The new generation administration platform

HELENA GIBSON | Comments | 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 ... Helena ... Read more

Taxation & Estate Planning

The super death trap

JOCELYN FURLAN | Comments | 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 ... Jocelyn ... Read more

Beating the generation gap

NATALIE SILLAR | Comments | 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 ... Natalie ... Read more

Do your small business clients have an exit plan?

PETER GANDOLFO | Comments | 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 ... Peter ... Read more

Latest News


AMP cuts ongoing advice agreements ELIZABETH MCARTHUR AMP announced it will introduce annual agreements for clients who currently receive ongoing financial advice.	Bill to defer adviser education standards tabled ELIZABETH MCARTHUR The bill to defer the education and training standards for existing financial advisers was introduced in the House of Representatives today.

Why joint effort is required in advice ELIZABETH MCARTHUR Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament.	Stanford Brown acquires Sydney advice firm KANIKA SOOD Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come.

Videos

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Australian Ethical: Clear and present danger

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Cover Story

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Listen to the new wave

GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP

From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

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Jamie Williamson Editor Financial Standard	Angelique Aksenoff Senior Compliance Consultant Assured Support	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Arnie Selvarajah Chief Executive Officer Bell Direct
2020 vision	Dancing with ASIC	The impact of intense uncertainty	Time to turn your week upside down
How am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals ...	What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...	As the financial advice industry adjusts to the new operating environment, it is no surprise that the way advisers are spending their time has also shifted.
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