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


Cbus head of advice launches firm KANIKA SOOD The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.	Why women struggle in financial advice ELIZABETH MCARTHUR New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry.

Bank of Mum and Dad forking out serious dosh ALLY SELBY More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend.	FPA supports tightening insurance claims ELIZABETH MCARTHUR The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services.

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Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

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Expert Feed

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Angelique Aksenoff Senior Compliance Consultant Assured Support	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Dancing with ASIC	Can financial planning firms survive?	Buy it rather than build it	The impact of intense uncertainty
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...
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