Volume 13 Number 3

Volume 13 Issue 3

Ethics & Governance

How the Federal Budget 2018 will impact SMSFs

DANIEL BUTLER , CHRISTIAN PAKPAHAN | Comments | THURSDAY, 21 JUN 2018

We outline below the key superannuation changes announced in the Federal Budget 2018 on 8 May 2018. Some of the proposed changes will have a substantial impact on SMSFs if they are finalised as law. ... Read more

The future of advice

STEPHEN ROMIC | Comments | FRIDAY, 6 JUL 2018

The Royal Commission has the financial services industry on edge. Both large institutions and small are sitting up and paying attention as they have never before. Big changes are afoot; probably the ... Read more

The potential pinch of the Royal Commission

NICOLE MCMILLAN | Comments | FRIDAY, 27 JUL 2018

Financial advisers have been knowingly charging fees to customers who died up to a decade ago. Bank employees accepted cash bribes to falsify proof of employment documents in loan applications. Banks ... Financial ... Read more

Investment

Is investing starting to get difficult again?

BEN INKER | Comments | FRIDAY, 29 JUN 2018

For the last eight years, investing has seemed to be a pretty easy activity to most observers. Not only have markets given strong returns, but the apparent riskiness of both individual assets and overall ... For ... Read more

Goldilocks and the three bears

DOMINICK DEALTO | Comments | FRIDAY, 3 AUG 2018

As 2018 began, the consensus market narrative was centered around a Goldilocks scenario characterised by synchronised strong global growth and modest inflation pressures. This macro backdrop, combined ... As ... Read more

Why equal weighting outperforms

MICHAEL BROWN | Comments | THURSDAY, 9 AUG 2018

Equally weighted portfolios outperform their market capitalisation counterparts over the long term and over almost all short term periods. The evidence to support this is cited in the References and ... Read more

Superannuation

Can SMSFs invest in Bitcoin?

DANIEL BUTLER , SHAUN BACKHAUS | Comments | THURSDAY, 12 JUL 2018

While there are a large number of cryptocurrencies in existence (currently over 1600), this article will focus on Bitcoin for simplicity. Our comments contained here may apply to other cryptocurrencies ... While ... Read more

Taxation & Estate Planning

Salary packaging and novated car leases

STUART SHEARY | Comments | FRIDAY, 17 AUG 2018

For employees who do not have enough money saved to buy a car outright there are a number of options. They can finance the purchase through a private loan, private car lease or via a novated car lease ... For ... Read more

Compliance

Looking ahead to possible reforms

VINCE BATTAGLIA | Comments | FRIDAY, 20 JUL 2018

Possible law reforms are on the agenda following the conclusion of the second round of hearings of the Financial Services Royal Commission. We identify the trends arising from the Royal Commission and ... Possible ... Read more

Applied Financial Planning

Maximising First Home Super Saver Scheme benefits

DAVID BARRETT | Comments | FRIDAY, 24 AUG 2018

The maximum value for participants in the First Home Super Saver Scheme (FHSSS) will generally arise from making voluntary concessional contributions (CCs) to their super fund. A large part of the benefit ... The ... 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.

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Cover Story

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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.

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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 ...
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