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 followed was the GFC and the Great Recession. In Australia ... Interest ... Read more

Investment

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 are best viewed in a probabilistic framework. This ... Vanguard's ... Read more

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 and the United States. Following a decade of aggressive ... Part ... 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 assets being professionally managed under RI as of 2016 ... The ... 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 the time, we saw risks that a change in the inflation ... What ... 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 reduce pressure on housing affordability in Australia. The ... 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 trustees. It protects assets which have appreciated ... The ... 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 80. The system he conceived was for the 55 to 75-year-olds. Former ... 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 sick leave. Retiring employees have several options ... Employees ... 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 traps. This article outlines the basic eligibility requirements ... Claiming ... 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 benefits of outsourcing becoming increasingly apparent ... Having ... Read more

Latest News


Cbus head of advice launches firm KANIKA SOOD The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.	Why women struggle in financial advice ELIZABETH MCARTHUR New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry.

Bank of Mum and Dad forking out serious dosh ALLY SELBY More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend.	FPA supports tightening insurance claims ELIZABETH MCARTHUR The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services.

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Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

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Angelique Aksenoff Senior Compliance Consultant Assured Support	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Dancing with ASIC	Can financial planning firms survive?	Buy it rather than build it	The impact of intense uncertainty
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...
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