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
Rate rise exposes adviser knowledge gap
As interest rates rise and inflation grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment.
How AMP plans to bounce back
AMP's chair has explained how the group intends to improve its financial performance, while Alexis George outlined how the 173-year-old company will be transformed, with a strong focus on the retirement space.
Record number of adviser graduates: Kaplan
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021.
Clime acquires private wealth firm
Clime Investment Management has acquired a Melbourne wealth management business for $7 million.
Cover Story
A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
Expert Feed
Helping Australians overcome the pervasive fear impacting their quality of life
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
Are you getting the licence you're paying for?
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
An open letter to Anthony Albanese and Scott Morrison
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Are you ready for what's coming?
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...
