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 He details how and why many self funded instalments were largely withdrawn from the market during ...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


Pressure mounts on regional advice JAMIE WILLIAMSON \| 10:31AM The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues.	Deductible super contributions front of mind: BTFG HARRISON WORLEY After reforms paved the way for more Australians to top up their superannuation, financial adviser queries around deductible personal super contributions have increased.

AMP dumps Horizons program JAMIE WILLIAMSON AMP has scrapped its Horizons program, replacing it with a new, FASEA-compliant education and training course for financial advisers.	HUB24 introduces low-cost product KARREN VERGARA HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products.

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Cover Story

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Voice for the industry

DEBORAH KENT
DIRECTOR
INTEGRA FINANCIAL SERVICES

If there's one thing that can be said for Australia's advice industry, it's that change is the only constant. And nobody knows this better than Integra Financial Services director Deborah Kent. Jamie Williamson writes.

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Expert Feed

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Michael Pillemer

Chief Executive Officer

FS Advice

The critical role of true advice when choosing risk insurance

With clinical precision to expose alarming evidence of misplaced trust, the Hayne Royal Commission into Banking and Financial Misconduct has revealed some ...

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Jim Stackpool

Managing Director

FS Advice

The future of AMP

What is the future of AMP? I reckon they've only got one option. But first, a reminder of those days prior to the 2000 Sydney Olympics. I first heard ...

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Paul Tynan

Chief Executive Officer

FS Advice

Dover's demise: Consumers and advisers abandoned

As the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL ...

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John Hewison

Managing Director

FS Advice

Thoughts on the new education standards

The Financial Adviser Standards and Ethics Authority (FASEA) released its Proposed Guidance on Education Pathways for Existing Advisers based on new minimum ...

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Infographic: ETFs in Australia

Industry Events

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JUL

Advisers Big Day Out - Bendigo

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JUL

Advisers Big Day Out - Geelong

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AUG

Advisers Big Day Out - Newcastle

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AUG

Advisers Big Day Out - Central Coast

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AUG

Advisers Big Day Out - Canberra

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Your Opinion

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