Applied Financial Planning  JOSEPH CHEUNG , DANIEL BUTLER , BRYCE FIGOT | FRIDAY, 11 JAN 2019 If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (Bill) becomes law, an individual member's total superannuation balance (TSB) may be increased by their share of the outstanding balance of a limited recourse borrowing arrangement ... Read more  ESABEL THINNAKONE | FRIDAY, 15 MAR 2019 There is a common misconception that aged care advice is only needed when a client first enters residential aged care and there is no benefit from additional advice after the point of entry. However, after a client enters residential aged care, a change ... Read more Investment  ROBERT ALMEIDA JR | FRIDAY, 18 JAN 2019 For centuries the investment industry has been plagued by storytelling and chart chasing. In the 1600s, it was tulip bulbs in the Netherlands. In the early 1700s, it was securities issued by the South Sea Company. In the 1800s, it was land certificates ... Read more  ROGER MONTGOMERY | FRIDAY, 25 JAN 2019 In the wake of the global financial crisis (GFC), index ETFs were meant to offer risk-averse investors a safe and easy way to gain diversification. But nine years into the global market's bull run, they appear to be pushing US tech stocks into unrealistic ... Read more  RANDAL JENNEKE | FRIDAY, 8 FEB 2019 For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At the same time, reasonable valuation levels only ... Read more  DAMIEN WOOD | FRIDAY, 15 FEB 2019 It is not often you will get this writer singing the praises of our bank regulator. But the recent discussion paper released by APRA on how to increase capital to meet global standards for our major Australian banks, in our view, is not only spot on ... Read more Retirement  LINDA BRUCE | FRIDAY, 1 FEB 2019 Ageing populations across western industrialised nations like Australia are a result of increased life expectancy and lower birth rates. In fact, as at 30 June 2018, our nation had over 3.9 million people aged 65 and over and this number is projected ... Read more Taxation & Estate Planning  WILL MOLONEY | WEDNESDAY, 20 FEB 2019 Helping clients with their estate planning needs is a vital aspect of the financial planning process with superannuation being an important component of the plan. The 2017 super reforms were wide ranging with quite a number of changes affecting superannuation ... Read more  SCOTT QUINN | FRIDAY, 8 MAR 2019 With the ability to use catch-up concessional contributions starting from 1 July 2019, we've been asked the following question by an adviser Read more  DON HAMSON | FRIDAY, 5 APR 2019 The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted. Read more Insurance  GREG MARTIN | FRIDAY, 1 MAR 2019 Discontent is engulfing the retail income protection insurance sector. This is not surprising given income protection claims have doubled in the last ten years. Read more Ethics & Governance  TOM REDDACLIFF | FRIDAY, 12 APR 2019 The original version of this paper was written in August 2018 - however, we cannot ignore the potential implications of the Hayne Royal Commission Final Report (RC report). As such, we have updated our paper to include new content reflecting the likely ... Read more |
Latest News
Federal Court approves AMP BOLR class action settlement
The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for its actions.
Majority pass adviser exam
ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam.
Advisers add 5.7% premium
Financial advisers add 5.7% in value for client portfolios, a new study shows, down from 5.9% last year.
E&P free of legacy issues, FUA jumps 26%
E&P Financial Group's 7400 advised-client base saw their wealth jump 26% to nearly $30 billion, while former clients under the defunct Dixon Advisory continue to struggle to access recourse.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
Expert Feed
Let's ensure the performance test works for everyone
The annual performance test is doing a great job for most Australians in helping ensure the superannuation industry is held to account for investment ...
Start now to solve the accessible, affordable, quality advice challenge
Access. Affordability. Quality.
The embedded value of digital vaults
Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches ...
Waiting for Tranche 2 of the QAR
Over two years since the commencement of the Quality of Advice Review (QAR) - what has been delivered has fallen short of hopes in some quarters.
