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


Vanguard pilots new robo offering ELIZABETH MCARTHUR \| 11:52AM According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors.	Licensee faces hefty remediation bill ELIZABETH MCARTHUR Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000.

Allianz Retire+ to research retirement transition HARRISON WORLEY Allianz Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness.	CommSec responds to sale rumours ELIZABETH MCARTHUR CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit.

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From the ground up

SUSANNE DAHN
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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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Kate Whiteley Chief Executive Officer Financial Education Professionals	Pat Garrett Chief Executive Officer Six Park	Eugene Ardino Chief Executive Officer Lifespan Financial Planning	Josh Dalton Director Dalton Financial Partners
Hiking the AFSL Trail	Robo awakening in Australia	Government should increase access to advice, not reduce it	No more us versus them
ASIC is scrutinising AFS license applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...	As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...	If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...
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