Volume 14 Number 3

Volume 14 Issue 3

Ethics & Governance

ELIZABETH MCARTHUR | Comments | TUESDAY, 15 OCT 2019

It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. According to Rainmaker data analysing 139 multi-manager ... It's ... Read more

Investment

A simplified guide to the complex world of fixed rate bonds and duration

CHRIS RANDS | Comments | FRIDAY, 21 JUN 2019

Over the past five years, financial market participants have held more of a negative view of fixed rate bonds given that interest rates were expected to consistently move higher. While rising interest ... Over ... Read more

There's more to fixed income than just buying bonds

GOPINATH KARUNAKARAN | Comments | FRIDAY, 12 JUL 2019

In fixed income investing, there are two conventional sources of return that investors are familiar with - collecting interest payments from bonds (i.e. income) and correctly predicting the direction ... In ... Read more

Why investors are going to hear a lot more about MMT

CHRIS BEDINGFIELD | Comments | FRIDAY, 9 AUG 2019

Modern Monetary Theory (MMT) has been gaining attention in recent months - some positive and some not so positive. Over the next few years, investors can expect to hear a lot more about MMT. So what ... Read more

Bonds don't always diversify risk

GOPINATH KARUNAKARAN | Comments | FRIDAY, 23 AUG 2019

The interest rate duration inherent in conventional bond investments is the central diversification play used by most balanced portfolio construction frameworks. This is entirely reliant on a single ... Read more

Profiting from IPOs

STEPHEN WOOD | Comments | FRIDAY, 30 AUG 2019

An initial public offering (IPO) typically presents a snapshot of a business as it prepares to list. There is usually a 'proforma' profit and loss and balance sheet, which means that the accounts ... An ... Read more

The benefits of uncorrelated assets and strategies

ROB STEWART | Comments | THURSDAY, 5 SEP 2019

A market neutral strategy should provide meaningful diversifying benefits for investors given the expected low correlation to the underlying equities market. Market neutral is often mistakenly viewed ... A ... Read more

Insurance

Advice culture and remuneration

GREG MARTIN | Comments | FRIDAY, 28 JUN 2019

The psychology behind good and bad advice We are all motivated reasoners and our motivation is rarely simply financial. Life insurance commissions, much like Satan and the universe, are too frequently ... The ... Read more

A guide to business insurance

JAMES MCFARLAND | Comments | FRIDAY, 19 JUL 2019

In over 30 years of business Stanford Brown has gained extensive experience partnering with small to medium sized business owners. As small business owners ourselves, we understand that the business ... Read more

Retirement

Planning for the third phase of retirement

ASSYAT DAVID | Comments | THURSDAY, 25 JUL 2019

Retirement planning for baby boomers has provided the foundation for significant growth in the financial services industry. It has underpinned service models, product solutions and growth outcomes. But ... Retirement ... Read more

Commonwealth Seniors Health Card

STUART SHEARY | Comments | FRIDAY, 2 AUG 2019

What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Self-funded retirees of age pension age may be eligible for the CSHC. The CSHC offers several benefits for ... What ... Read more

Taxation & Estate Planning

Using the small business CGT concessions for super

GRAEME COLLEY | Comments | FRIDAY, 5 JUL 2019

If you are a small business owner, the capital gains tax (CGT) small business concessions allow you to increase your retirement savings significantly. Fortunately, the maximum thresholds for the concessions ... If ... Read more

Untaxed elements: a hidden death tax

KEAT CHEW | Comments | THURSDAY, 15 AUG 2019

Apart from super benefits paid from an untaxed super scheme - usually Commonwealth and State government pension funds - there are only limited circumstances where an untaxed element arises in a taxed ... Apart ... Read more

Latest News


IOOF to spend big on BOLR KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.	FPA names Gwen Fletcher Memorial Award winner ELIZA BAVIN The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

Countdown to FASEA exam deadline ELIZABETH MCARTHUR The Financial Adviser Standards and Ethics Authority (FASEA) has issued a reminder to financial advisers that their time to sit and pass the exam is ticking by.	Vanguard to launch retirement income tool ELIZA BAVIN Vanguard has announced it is launching the Vanguard Retirement Income Builder tool for financial advisers.

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Simon Gvalda Recruitment Consultant Kaizen Recruitment Pty Limited	Adrian Martuccio Portfolio Manager Bell Asset Management	John Dyall Head of Investment Research Rainmaker Information	Sean Cookson Vice President and Managing Director - APAC Financial Recovery Technologies
Who owns the clients in an advice business?	Six things to watch this reporting season	What exactly happened with GameStop	Class action settlements may be available to advisers' clients
One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	With the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...	At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything ...	For financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...
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