FS Advice - 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 ... 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 ... 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 ... Read more

Protecting a small business using insurance

JON 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 ... 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 ... 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 ... 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 ... 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 He details how and why many self funded instalments were largely withdrawn from the market during ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Futuro ends AMP alignment JAMIE WILLIAMSON Futuro Financial Services has ended its partnership with AMP after seven years, becoming 100% privately-owned again.	Escala bought by growing US firm JAMIE WILLIAMSON Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint.

IOOF braces for new super package, grandfathered commissions changes KARREN VERGARA IOOF's bottom line will take a hit from the newly legislated Protecting Your Super package and the proposed removal of grandfathered commissions.	ClearView launches client-engagement guide KANIKA SOOD ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic.

Videos

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Pathway to better

AMP: What clients ask about super

Darren Beesley | Tackling retirement income risks

Rudi Minbatiwala | Innovation in retirement income

Airlie: Combining value and experience

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Cover Story

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Reality check

PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED

Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Deal breakers & deal changers in the financial planning M&A space

The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) ...

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Kate Fellows

Paraplanner

FS Advice

Why the paraplanning profession is here to stay

There is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum ...

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Jacqui Lennon

Head of Product and Customer Experience

FS Advice

Retiring with dignity requires superior income solutions

With the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater transparency ...

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Shelley Banton

Executive General Manager, Technical Services

FS Advice

Potential problems with pension payments

There's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...

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Industry Events

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