Ethics & Governance  DANIEL BUTLER , CHRISTIAN PAKPAHAN | 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  STEPHEN ROMIC | 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 biggest ever. Industry opinion is calling for a ban ... Read more  NICOLE MCMILLAN | 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 have entirely inadequate processes in place to verify ... Read more Investment  DOMINICK DEALTO | 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 with still-accommodative monetary policy in developed ... Read more  MICHAEL BROWN | 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 is demonstrated in Figure 1, which shows the performance ... Read more Superannuation  DANIEL BUTLER , SHAUN BACKHAUS | 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 with the same characteristics as Bitcoin. Read more Compliance  VINCE BATTAGLIA | 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 look at them in the context of other current law ... Read more Taxation & Estate Planning  STUART SHEARY | 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 agreement. Read more Applied Financial Planning  DAVID BARRETT | 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 stems from the tax differential between personal ... Read more |
Latest News
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Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
