FS Advice - Volume 13 Number 1

Volume 13 Issue 1

Investment

JEFFREY ROSENBERG | Comments | FRIDAY, 9 FEB 2018

Cold winter weather provides some inspiration for the lead theme for the 2018 fixed income outlook: fuel for (over)heating. The heat of global ... Read more

Three ways to win

ANDREW MACKEN | Comments | THURSDAY, 15 FEB 2018

When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of ... Read more

A fork in the road

ROGER MONTGOMERY | Comments | FRIDAY, 4 MAY 2018

We are value investors for many reasons, one of which is that establishing an estimated intrinsic value provides an anchor or a solid point of ... Read more

Insurance

Life insurance in Australia

NOBLEOAK LIFE INSURANCE | Comments | FRIDAY, 23 FEB 2018

For the second year running, NobleOak has commissioned research to identify customer trends and behaviour in the life insurance and wider financial ... Read more

Life insurance in Australia (Part 2)

NOBLEOAK LIFE INSURANCE | Comments | FRIDAY, 2 MAR 2018

The traditional decision making models of 'needs awareness', 'information search', through to the 'purchase decision' is fast ... Read more

Superannuation

The First Home Super Saver Scheme

CHRISTOPHER CHOW | Comments | FRIDAY, 16 MAR 2018

The First Home Super Saver (FHSS) Scheme aims to reduce pressure on housing affordability by enabling first home savers to make voluntary concessional ... Read more

Applied Financial Planning

Total superannuation balance milestones

JOSEPH CHEUNG , WILLIAM FETTES | Comments | FRIDAY, 11 MAY 2018

The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly ... Read more

Latest News


FPA, AFA partner on life insurance KANIKA SOOD The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021.	Approved diplomas, bridging courses confirmed JAMIE WILLIAMSON The Financial Adviser Standards and Ethics Authority announced the first raft of current and historical graduate diplomas and bridging courses to be approved by the body.

DomaCom launches senior equity release product ELIZABETH MCARTHUR The ASX-listed investment platform has released a first of its kind senior equity release product for Australia, targeting financial advisers working with clients over 60.	CBA sells advice dealer group JAMIE WILLIAMSON Commonwealth Bank is offloading Count Financial to CountPlus for $2.5 million.

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Cover Story

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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John Dyall

Head of Investment Research

FS Advice

How to really defend your portfolio

No-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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Industry Events

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NOV

27-29

FPA Professional Congress returns to Melbourne

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JUN

20-27

AIOFP 2019 Conference

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JUL

Advisers Big Day Out Sunshine Coast

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JUL

Advisers Big Day Out Gold Coast

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JUL

Advisers Big Day Out Bendigo

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Your Opinion

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The Australian Journal of Financial Planning.

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The Journal of Family Office Investment.

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The Journal for Managed Account Professionals.

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