Volume 14, Issue 2

Superannuation
Daniel Butler
DANIEL BUTLER , SHAUN BACKHAUS  |  FRIDAY, 22 MAR 2019
The next Federal election, according to our current Prime Minister Mr Scott Morrison, will be held in May 2019 and, if the Labor Government is elected, significant change is likely. Thus, a brief 'stock take' of what the superannuation landscape will ... Read more
Mark Ellem
MARK ELLEM  |  FRIDAY, 17 MAY 2019
I love an election, particularly a federal one - it's the quintessential characteristic of democracy in action (provided there's no undue influence from foreign governments). It's also a great opportunity to sample the local school's sausage sizzle ... Read more
Investment
Don Hoang
ILAN ISRAELSTAM , DON HOANG  |  FRIDAY, 29 MAR 2019
The above quote is now referred to as Amara's 'law' and was coined sometime in the 1960s by Roy Amara, Stanford University computer scientist and long-time head of the Institute for the Future. In current times of technology disruption and ultra-fast ... Read more
Andrew Macken
ANDREW MACKEN , CHRIS DEMASI  |  THURSDAY, 18 APR 2019
In the hit TV series, The Marvelous Mrs. Maisel, Miriam "Midge" Maisel - married, mother of two from the upper west side of New York City - discovers a hidden talent for stand-up comedy. Her natural, unexpected wit creates twists and turns ... Read more
Mark Arnold
MARK ARNOLD , JASON ORTHMAN  |  FRIDAY, 10 MAY 2019
The secret to making money in a capitalist system Read more
Tom Nelson
TOM NELSON , PHILIP SAUNDERS  |  FRIDAY, 17 MAY 2019
The fast view Read more
Taxation & Estate Planning
Daniel Butler
DANIEL BUTLER , SHAUN BACKHAUS  |  FRIDAY, 26 APR 2019
The recent case of Burgess v Burgess [2018] WASC 279 ('Burgess') continues a line of cases that consider the conflict that arises where a person acts as executor of a deceased estate while also receiving superannuation death benefits in their ... Read more
Applied Financial Planning
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 3 MAY 2019
One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the 2019/20 financial year. Read more
Kim Guest
KIM GUEST  |  FRIDAY, 24 MAY 2019
New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more
Kim Guest
KIM GUEST  |  FRIDAY, 31 MAY 2019
New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more
Compliance
Peter Turbach
PETER TURBACH  |  FRIDAY, 7 JUN 2019
There has been a lot of attention by the law makers and the regulators over the last few years in the advice business. Specifically in the managed accounts world, we have seen an impact from FOFA, the updated regulatory guide 179 (RG 179) and now most ... Read more
Ethics & Governance
CountPlus
COUNTPLUS  |  FRIDAY, 14 JUN 2019
The coming years may be the most tumultuous in the history of the Australian financial services sector. This paper, based on the research of CoreData, argues that one of the core predictors of future success in the financial advice arena is the rate ... Read more