Taxation & Estate Planning  YVONNE CHU | FRIDAY, 29 SEP 2017 WHAT'S CHANGED? Read more Superannuation  DANIEL BUTLER , DAVID OON | FRIDAY, 6 OCT 2017 This article examines the query of whether having a second or, indeed even more than two, self managed superannuation funds ('SMSFs') would give rise to a Part IVA (of the Income Tax Assessment Act 1936 (Cth) ('ITAA36')) risk. Read more  PAUL TANTI , PHILIP DE HAAN | MONDAY, 16 OCT 2017 We have been asked many times recently whether trust deeds of self-managed superannuation funds (SMSFs) need to be amended because of the new superannuation/tax regime that commenced on 1 July 2017. The purpose of this article is to provide our views ... Read more Applied Financial Planning  JAMIE WILLIAMSON | FRIDAY, 6 OCT 2017 On 9 February 2017 the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 establishing a new education and professional standards framework for the financial advice industry was legislated. Read more JAMIE WILLIAMSON | MONDAY, 9 OCT 2017 Australia's financial advice industry is evolving and new thought leaders are emerging. Here the 2017 AFA/ANZ Wealth Rising Star of the Year Award finalists share their thoughts on the future of the industry and why financial advice is the career ... Read more  CHRIS CHOW | FRIDAY, 20 OCT 2017 Once seen as a cornerstone tax minimisation strategy for wealthy baby boomers, the changes to the concessional tax treatment of transition to retirement income streams (TRIS) has significantly changed the landscape of financial advice. Read more YVONNE CHU | FRIDAY, 17 NOV 2017 With the introduction of the super reforms on 1 July 2017, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding / non-lapsing death benefit nomination for account-based ... Read more  CAITLIN LYNCH | FRIDAY, 24 NOV 2017 It seems that barely a day goes by where financial advisers aren't bombarded with media headlines heralding the onslaught of 'fintech': the next gen technology promising to disrupt the traditional financial advice model. And while it is ... Read more CAITLIN LYNCH | FRIDAY, 1 DEC 2017 As the saying goes, change is the only constant in life. Whether it's the level of regulatory scrutiny and reporting requirements, the way in which clients choose to engage with advisers, their changing values and ideas around what constitutes the ... Read more  STUART SHEARY | TUESDAY, 12 DEC 2017 Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for Read more  DANIEL BUTLER | FRIDAY, 19 JAN 2018 The eligibility criteria for individuals who wish to bring forward their non-concessional contributions (NCCs) cap post 1 July 2017 is more rigorous and complex than ever before. Read more Insurance  ANZ WEALTH | FRIDAY, 27 OCT 2017 Trust in insurance has been eroded Read more ANZ WEALTH | FRIDAY, 3 NOV 2017 Focusing on health and wellbeing Read more  JESSICA CHEN , ALAN DOBLE | FRIDAY, 10 NOV 2017 Genetic Testing and Insurance Read more Investment  DAVID BASSANESE | FRIDAY, 8 DEC 2017 The Australian Exchange Traded Products (ETPs) sector of the funds management industry has grown rapidly in recent years and continues to evolve with increasing investor familiarity and comfort with this innovative investment structure. Read more  VANGUARD INVESTMENTS | FRIDAY, 12 JAN 2018 Imagine for a moment that you live in a world with only two fund options: a passive managed fund and an actively managed fund with similar levels of volatility. You, the investor, are trying to determine how to structure your two-fund portfolio. Read more  GEORGE SERAFEIM | FRIDAY, 9 MAR 2018 In recent years, the growth of investor interest in sustainable investing has been remarkable. As that interest has grown, the response of corporations has evolved. Early on, companies usually allocated resources towards projects with positive impact ... Read more |
Latest News
DBFO reforms package 'pretty disappointing': FAAA
|The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change."
My Dealer Services partners to enhance adviser education
|The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network.
Tranche 2 of DBFO dumps SOAs, enables 'nudges'
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of the reforms are still being ironed out by Treasury.
Tranche 2 is coming before the election: Jones
Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 of the DBFO reforms will be released ahead of the election.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
