Volume 12 Number 4

Volume 12 Issue 4

Investment

Investment stewardship for positive societal impact

GEORGE SERAFEIM | Comments | 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 ... In ... Read more

Getting active - the next evolution in exchange traded funds

DAVID BASSANESE | Comments | 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 ... Read more

Making the implicit explicit

VANGUARD INVESTMENTS | Comments | 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 ... Imagine ... Read more

What happened to inflation?

BEN INKER | Comments | THURSDAY, 25 JAN 2018

A year ago, the US economy seemed poised for a significant shift, but now we're left with continued uncertainty about where interest rates will wind up. A year ago, the US economy seemed poised ... Read more

Insurance

Part I - Life insurance: The case for change

ANZ WEALTH | Comments | FRIDAY, 27 OCT 2017

Trust in insurance has been eroded PUBLIC CONFIDENCE IN LIFE INSURANCE HAS DECLINED Over the past few years, a spate of highly publicised incidents of mis-selling and controversial claims decisions have ... Trust ... Read more

Part II - Life insurance: The case for change

ANZ WEALTH | Comments | FRIDAY, 3 NOV 2017

Focusing on health and wellbeing THE CHANGING FACE OF WELLBEING New technologies and social trends are redefining approaches to healthy living and inspiring an upsurge of interest in personal wellbeing. Focusing ... Read more

Genetics: A testing time for insurers?

JESSICA CHEN , ALAN DOBLE | Comments | FRIDAY, 10 NOV 2017

Genetic Testing and Insurance Knowledge of the implications of genetics on human health has continued to evolve rapidly since the first mapping of the human genome was completed around the start of this ... Genetic ... Read more

Superannuation

Is maintaining a second SMSF a Part IVA risk?

DANIEL BUTLER , DAVID OON | Comments | 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 ... This ... Read more

Do SMSF deeds need to be amended?

PAUL TANTI , PHILIP DE HAAN | Comments | 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. ... Read more

Who is your relative for SMSF purposes and why is this relevant?

DAVID OON | Comments | FRIDAY, 2 FEB 2018

It is important to understand who is an individual's relative for superannuation law purposes as the Superannuation Industry (Supervision) Act 1993 (Cth) ('SISA') imposes certain boundaries ... It ... Read more

Taxation & Estate Planning

New opportunities for tax-deductible contributions

YVONNE CHU | Comments | FRIDAY, 29 SEP 2017

WHAT'S CHANGED? From 1 July 2017, the 10% test that previously applied to personal deductible contributions has been removed. As a result, all clients under the age of 75 (including those aged 65 ... WHAT'S ... Read more

Applied Financial Planning

Transition to retirement income streams: The state of play

CHRISTOPHER CHOW | Comments | 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 ... Once ... Read more

The SA457 form and its implications on age care fees

STUART SHEARY | Comments | 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: an accommodation payment or accommodation contribution, and a means-tested ... Some ... Read more

Back to school: what advisers think of the new education standards

JAMIE WILLIAMSON | Comments | 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 ... On ... Read more

Taking flight

JAMIE WILLIAMSON | Comments | 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 ... Read more

Triggering your bring forward non-concessional contributions cap post 1 July 2017

DANIEL BUTLER | Comments | 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. However, bringing forward ... The ... Read more

Reversionary nominations vs. binding death nominations

YVONNE CHU | Comments | 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 ... With ... Read more

BusinessFIT: Navigating towards the advice practice of tomorrow (Part one)

CAITLIN LYNCH | Comments | 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 ... It ... Read more

BusinessFIT: Navigating towards the advice practice of tomorrow (Part two)

CAITLIN LYNCH | Comments | 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 ... As ... Read more

Latest News


Research reveals true value of advice KARREN VERGARA Unadvised Australians are open to receiving financial advice, according to an IOOF survey, which also highlighted the qualitative benefits that improve lifestyles and overall wellbeing.	ESG managed accounts on the rise ANNABELLE DICKSON Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows.

Count snaps up three former MLC firms ELIZABETH MCARTHUR Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand.	MetLife expands virtual health service KARREN VERGARA MetLife Australia has partnered with a healthcare provider to expand its virtual services for financial advisers.

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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