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


Former adviser faces Supreme Court JAMIE WILLIAMSON \| 12:08PM A former financial adviser will face ASIC in the Supreme Court of Queensland for operating an unlicensed advice business and receiving kickbacks from property developers for referring investors.	Praemium to upgrade platform KANIKA SOOD Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors.

Aussies want budget help: MoneySoft HARRISON WORLEY An Aussie fintech says budgeting and cashflow management are more important to young people than holistic financial advice.	3.5 million Aussies give financial advice to friends and family: Roy Morgan HARRISON WORLEY Roy Morgan research shows millions of Australians are trusted advisers to their friends and family when it comes to finance and investment decisions.

Videos

Brought to you by

Morningstar: Sustainable investing in the interest of clients

AMP: What clients ask about super

Not all managed portfolios are created equal: A comparison of various features

Airlie: Combining value and experience

Pathway to better

MORE VIDEOS ►

Get it Weekly

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

Cover Story

MORE STORIES ►

Reality check

PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED

Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Jacqui Lennon

CX Program Manager

FS Advice

Retiring with dignity requires superior income solutions

With the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater transparency ...

READ MORE ►

Shelley Banton

Executive General Manager, Technical Services

FS Advice

Potential problems with pension payments

There's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...

READ MORE ►

Soula Cargakis

Group Executive Advice

FS Advice

What life and loss taught me about the value of financial advice

They say the past shapes us, and sometimes in ways we couldn't even begin to imagine. As I look back on my life, I've come to realise my story is not entirely ...

READ MORE ►

Ian McDermott

Principal Lawyer/ Director

FS Advice

Individual licensing: Be careful what you wish for

Have you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

FEB

Financial Standard Chief Economists Forum

►

FEB

Financial Standard Chief Economists Forum

►

MAR

Advisers Big Day Out 2019 - Adelaide

►

MAR

Advisers Big Day Out 2019 - Melbourne

►

MAR

Advisers Big Day Out 2019 - Brisbane

►

Your Opinion

MORE POLLS ►

Should the provision of SMSF advice be left to specialists, as recommended by the Productivity Commission?

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