Taxation & Estate Planning  YVONNE CHU | FRIDAY, 26 OCT 2018 A lump sum superannuation death benefit paid to someone who is not a death benefits dependant for tax purposes can be subject to significant tax (refer to Table 1 for details). In contrast, lump sum death benefits paid to someone who does qualify as ... Read more  KERSTIN GLOMB | FRIDAY, 27 SEP 2019 Most people have come across enduring powers of attorney (EPA), but there is still uncertainty around what an attorney can and cannot do. Read more Investment  JOHN SORRELL | FRIDAY, 13 SEP 2019 During and after the global financial crisis, the prices of residential mortgage-backed securities (RMBS) were quite severely impacted; however, since then they are once again proving popular with investors. So, just how risky are they in the current ... Read more  BCA RESEARCH | FRIDAY, 22 NOV 2019 BCA Research has been the market's leading source for independent global macro research for 70 year. Occasionally, this independence has resulted in strongly diverging views. Today, two views on the cyclical (six to 12 months) outlook for assets ... Read more BCA RESEARCH | TUESDAY, 26 NOV 2019 This paper outlines the cyclical (six to 12 months) bearish outlook for assets within BCA Research's team. Read more  PETER PONTIKIS | MONDAY, 9 DEC 2019 In this whitepaper, Peter Pontikis discusses what the next decade will look like in practical terms. Read more Technology  NALIKA NANAYAKKARA | THURSDAY, 19 SEP 2019 Traditional client engagement channels are being consigned to the past as voice-enabled tools and digital assistants take us to the future. Read more Applied Financial Planning NALIKA NANAYAKKARA | FRIDAY, 4 OCT 2019 Firms must recalibrate their pricing models and do a better job of communicating their value to clients. Read more Insurance  ANDRES WEBERSINKE | FRIDAY, 11 OCT 2019 Individual disability income insurance (DII or income protection) is a key insurance product for consumers. Read more  RACHEL LEONG | FRIDAY, 8 NOV 2019 Approaching a difficult topic Read more RACHEL LEONG | THURSDAY, 5 DEC 2019 Annual events such as Movember highlight the need to consider the various insurance policies that can protect clients against the financial impacts of serious diseases most commonly affecting men, such as prostate cancer. Read more Retirement  ANGELA HARRY | FRIDAY, 25 OCT 2019 Moving into a granny flat is a great way to live close to loved ones while providing them with a first home or investment property, but before committing to such a drastic change in living arrangements it is crucial that a lawyer helps to draw up a ... Read more  Ethics & Governance Compliance  ELIZABETH MCARTHUR | FRIDAY, 15 NOV 2019 A debate is raging about what the Financial Adviser Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield forced to clarify the is ... Read more |
Latest News
Former financial adviser charged in alleged $160k super fraud case
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
