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
Allianz Retire+ adds 'industry first' feature to AGILE
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Industry needs better retirement advice blueprint: Expert
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
ASIC confirms adviser registration deadline
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young women report low financial literacy: NAB
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
Cover Story
Against all odds
MANISHA BHUDIA
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
Expert Feed
In limbo: Robo-advice
The
fate
of
Australia's
robo-advisers
hangs
in
limbo
as
the
triple
threat
of
spooked
investors,
lackadaisical
client
interest,
and
regulatory
strangulation ...
Cybersecurity essentials for advisers and practice owners
It's a scary reality that cyber breaches are becoming more and more common.
AFCA determinations: Ignore at your peril
All AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).
Savers being robbed by inflation
Many savers feel that they are, at last, enjoying higher rates of interest.
