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

Latest News


Government should intervene in BOLR changes: Opposition JAMIE WILLIAMSON The NSW shadow minister for finance and small business has asked what the state government is doing for advisers facing financial ruin as a result of AMP's plan to change Buyer of Last Resort terms.	Midwinter acquired by Bravura JAMIE WILLIAMSON Bravura Solutions has acquired Midwinter for $50 million.

CFA exam results out, record participation KRISTI CHENG More than half of the candidates for the Level III CFA Program exam in June passed, CFA Institute announced.	Centrepoint revenue model improves bottomline KARREN VERGARA Centrepoint Alliance flagged its transition to a new revenue model has been somewhat successful, but the dealer group services provider still found itself in the red, latest financial results show.

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Josh Dalton

Director

FS Advice

No more us versus them

If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...

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Katie Johnston

Senior Associate

FS Advice

Warranties and indemnities in the sale of financial advice portfolios

The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

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Barry Daniels

Director

FS Advice

The other casualties of advice industry reform

Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

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Ben Moffatt

Financial Planner

FS Advice

An auditor's view of conflicted advice

"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

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SEP

25-26

ORM 2019: Investment Operations Risk Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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Your Opinion

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