FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


FPA launches Tinder for advisers ELIZABETH MCARTHUR The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.	Average Aussie $560k richer with advice ELIZABETH MCARTHUR According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.

Advice associations weigh in on member interests bill HARRISON WORLEY The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.	Adviser association rebrands, grows membership KARREN VERGARA The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector.

Videos

Brought to you by

TAL: Start a conversation with your clients about their health

Powerwrap: Rise of alternative assets

Integrity Life: Life insurance as it's meant to be

Colonial First State: The next chapter

Exchange Traded Funds Forum | 2019 Highlights

MORE VIDEOS ►

Get it Weekly

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

Cover Story

MORE STORIES ►

From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

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.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Dante De Gori

Chief Executive Officer

FS Advice

The future of financial planning

There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...

READ MORE ►

Kate Howitt

Portfolio Manager

FS Advice

Why ESG has moved from nice-to-do to must-do

Environmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...

READ MORE ►

Sonia Cruz

Head of Licensing

FS Advice

Five reasons ASIC will reject your licence application

ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how to ...

READ MORE ►

John Dyall

Head of Investment Research

FS Advice

Headline returns don't tell the whole story

When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

AUG

28-30

united. AFA Conference 19

►

SEP

Best Practice Series: Managed Accounts Forum

►

OCT

Best Practice Series: Retirement Income Forum

►

NOV

27-29

FPA Professional Congress returns to Melbourne

►

JUL

Advisers Big Day Out Bendigo

►

Your Opinion

MORE POLLS ►

Do you intend to continue selling life insurance if upfront commissions fall to zero, as suggested by Hayne?

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.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► 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