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 economic acceleration may lead to this narrative gaining ... Cold ... 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 such a device failing. It would not have taken Leonardo ... When ... 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 reference from which the turbulence of markets can be viewed ... We ... 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 services industries. Surveying over 1,000 Australians ... For ... 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decision making models of 'needs awareness', 'information search', through to the 'purchase decision' is fast becoming outdated in the new era of digital consumption. The ... 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 and/or non-concessional contributions into super ... The ... 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 came into effect on 1 July 2017. Many superannuation ... The ... Read more

Latest News


CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

Advice too expensive, hard to access: FPA ALLY SELBY New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.	CFS partnership to sustain advice industry ANNABELLE DICKSON Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.

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In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

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Simon Carrodus Solicitor Director The Fold Legal	Dawn Thomas Senior Financial Adviser Wealthwise	Scott Bunny Managing Director & Senior Consultant B & K Consulting	Paul Barrett Co-Founder Absolute Wealth Advisors
Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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