FS Advice - Volume 13 Number 2

Volume 13 Issue 2

Ethics & Governance

DAMIEN WOOD | Comments | FRIDAY, 13 APR 2018

Interest only mortgages boomed in the U.S. in the 1920s. What followed was the Great Depression. They re-emerged Stateside in the early 2000s. What ... Read more

Investment

Vanguard Economic and Market Outlook for 2018 (Part two)

JOSEPH DAVIS | Comments | THURSDAY, 29 MAR 2018

Part one of this paper, from the previous week, discussed Vanguard's global economic and growth outlooks, as well their perspective on Australia ... Read more

Vanguard Economic and Market Outlook for 2018 (Part one)

JOSEPH DAVIS | Comments | FRIDAY, 23 MAR 2018

Vanguard's distinct approach to forecasting To treat the future with the deference it deserves, Vanguard has long believed that market forecasts ... Read more

ESG: Improving your risk-adjusted returns in emerging markets

BINU GEORGE , HARDIK SHAH | Comments | FRIDAY, 18 MAY 2018

The demand for environmental, social, and governance (ESG) or responsible investing (RI) is growing at a rapid pace with nearly USD 23 trillion of ... Read more

As good as it gets?

DOMINICK DEALTO | Comments | THURSDAY, 7 JUN 2018

What a difference a quarter makes. When I last wrote in January, we remained cautiously risk on, but extremely nervous in the process. As I noted at ... Read more

Superannuation

Downsizer contributions

LINDA BRUCE | Comments | FRIDAY, 6 APR 2018

The downsizer contributions measure was introduced by the Turnbull Government as part of the Government's broader housing affordability package to ... Read more

Finding sense (and dollars) in the transitional CGT relief elections

DAVID BARRETT | Comments | FRIDAY, 25 MAY 2018

The transitional capital gains tax (CGT) relief election associated with the 2017 super reform measures is a generous concession offered to super fund ... Read more

Retirement

Retirement really is different

JEREMY COOPER | Comments | TUESDAY, 24 APR 2018

Former Prime Minister Paul Keating conceded some years ago that the super system was not designed for people who were going to live over the age of ... Read more

Applied Financial Planning

Advice opportunities for retirement and unused leave

STUART SHEARY | Comments | FRIDAY, 20 APR 2018

Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and ... Read more

Personal deductible contributions: Tips and traps

JULIE FOX | Comments | FRIDAY, 1 JUN 2018

Claiming personal tax deductions for personal super contributions is a valuable new opportunity, if you don't get caught out by any of the common ... Read more

The planning backbone

JAMIE WILLIAMSON | Comments | TUESDAY, 26 JUN 2018

Having steadily evolved over time, the traditional role of the paraplanner is no more. With advice practices demanding more from support staff, the ... Read more

Latest News


FPA launches Tinder for advisers ELIZABETH MCARTHUR The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.	Average Aussie $560k richer with advice ELIZABETH MCARTHUR According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.

Advice associations weigh in on member interests bill HARRISON WORLEY The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.	Adviser association rebrands, grows membership KARREN VERGARA The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector.

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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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Dante De Gori

Chief Executive Officer

FS Advice

The future of financial planning

There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...

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Kate Howitt

Portfolio Manager

FS Advice

Why ESG has moved from nice-to-do to must-do

Environmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...

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Sonia Cruz

Head of Licensing

FS Advice

Five reasons ASIC will reject your licence application

ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how to ...

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John Dyall

Head of Investment Research

FS Advice

Headline returns don't tell the whole story

When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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Best Practice Series: Managed Accounts Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Professional Congress returns to Melbourne

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JUL

Advisers Big Day Out Bendigo

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