Volume 14 Number 3

Volume 14 Issue 3

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


Vanguard pilots new robo offering ELIZABETH MCARTHUR \| 11:52AM According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors.	Licensee faces hefty remediation bill ELIZABETH MCARTHUR Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000.

Allianz Retire+ to research retirement transition HARRISON WORLEY Allianz Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness.	CommSec responds to sale rumours ELIZABETH MCARTHUR CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit.

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Kate Whiteley Chief Executive Officer Financial Education Professionals	Pat Garrett Chief Executive Officer Six Park	Eugene Ardino Chief Executive Officer Lifespan Financial Planning	Josh Dalton Director Dalton Financial Partners
Hiking the AFSL Trail	Robo awakening in Australia	Government should increase access to advice, not reduce it	No more us versus them
ASIC is scrutinising AFS license applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...	As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...	If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...
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