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


Former adviser cops 12 years in jail HARRISON WORLEY A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.	Dealer group shuts after advisers depart KANIKA SOOD A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.

ASIC nudges robo-adviser to shutter ELIZABETH MCARTHUR A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.	CountPlus firm acquires advice boutique HARRISON WORLEY A member of the CountPlus network has acquired a boutique financial planning practice.

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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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Expert Feed

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Katie Johnston Senior Associate The Fold Legal	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
BOLRS aren't a sure thing	Who should REALLY see a financial planner?	Access, affordability are collateral damage	Government should increase access to advice, not reduce it
The challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...	Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...	Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...
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Rainmaker SelectingSuper Awards 2019

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