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


Global institute launches free expat advice resources KARREN VERGARA \| 12:20PM A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates.	AMP trims platform fees KANIKA SOOD AMP Australia is reducing fees on its platforms, in a bid to attract more clients.

Research aims to solve cash conundrum ELIZABETH MCARTHUR With record-low interest rates set to stay in place for some time, Allianz Retire+ has released new research looking at how best to solve the cash conundrum.	Former adviser cops eight-year ban KARREN VERGARA A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents.

Videos

Brought to you by

FS Aspire CPD - discover your professional potential

AXA IM | What to consider when developing a strategy for sustainable investing

Along the Road to Recovery: Australia's economic rebound following the impacts of the Covid-19 economic hibernation

Fairview: Find the emerging opportunities

Advisers Big Day Out 2021 | Highlights

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES ►

No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Judith Beck Author Admin Special Accounts	Simon Gvalda Senior Recruitment Consultant Kaizen Recruitment Pty Limited	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Why women lack mentors	Who owns the clients in an advice business?	Don't follow the pack on TMDs	Best political speech in two years
Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

MAY

Best Practice Forum: ESG

►

JUN

Technical Services Forum

►

JUN

Marketing, Advertising and Sales Excellence Awards

►

JUL

Consumer Finance Awards

►

JUL

Advisers Big Day Out - Hobart

►

Your Opinion

MORE POLLS ►

The proposed self-reporting of breaches will be difficult to comply with.

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

ACCESS MORE CONTENT

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

The Journal of Superannuation Management.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing