Investment  BINU GEORGE , HARDIK SHAH | 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, an increase of 72% since 2012. Read more  DOMINICK DEALTO | 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 outlook could "cascade throughout the system to ... Read more Superannuation  LINDA BRUCE | 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. This new super measure became law on 13 December ... Read more  DAVID BARRETT | 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 in value prior to 1 July 2017 in the tax exempt ... Read more Ethics & Governance  DAMIEN WOOD | 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 only loans account for around 35% ... Read more Applied Financial Planning  STUART SHEARY | 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. Read more  JAMIE WILLIAMSON | TUESDAY, 26 JUN 2018 Having steadily evolved over time, the traditional role of the paraplanner is no more. Read more Retirement  JEREMY COOPER | 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. Read more |
Latest News
Chorus of self-interest in financial advice: SCA
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".
CountPlus takes stake in WSC Group
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group.
That's a wrap for the BT Wrap
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama.
Diverger takes stake in McGregor Wealth Management
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM).
Cover Story
A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
Expert Feed
Helping Australians overcome the pervasive fear impacting their quality of life
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
Are you getting the licence you're paying for?
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
An open letter to Anthony Albanese and Scott Morrison
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Are you ready for what's coming?
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...
