Volume 6 Number 2

Volume 6 Issue 2

Superannuation

MARK RATCLIFF | Comments | MONDAY, 1 AUG 2011

Mark Ratcliff, managing director of Sequoia Superannuation, discusses in his paper Limited recourse borrowing, how this type of borrowing can be used in conjunction with a self-managed super fund. Ratcliff ... Mark ... Read more

Centrelink, work and retirement savings

DEBORAH WIXTED | Comments | MONDAY, 1 AUG 2011

Wixted looks at the effect of Centrelink income support benefit for those client leaving the workforce and the effect of actual or intended future employment. This discusses the importance of planning ... Wixted ... Read more

Insurance

Life insurance through super - optimising clients' incomes

TIM SANDERSON | Comments | MONDAY, 1 AUG 2011

This paper, Life insurance through super - optimising clients' incomes, examines considerations for an adviser when assessing life insurance within the superannuation. Tim Sanderson, Colonial ... This ... Read more

Applied Financial Planning

Planning a fresh start

CHARLES BADENACH | Comments | MONDAY, 1 AUG 2011

Devastated by her parents' deaths and falling victim to scam artists had left Jenny* feeling isolated and uneasy about her financial inheritance. Financial planner Charles Badenach helped her rebuild ... Devastated ... Read more

Ten strategies for a recovering investment market

KEAT CHEW | Comments | MONDAY, 1 AUG 2011

Ten strategies for a recovering investment market looks at how financial advisers can use the recovering market to improve investment returns. The paper discusses how putting in place appropriate technical ... Ten ... Read more

Golden opportunity for planned retirement

MARC SMITH | Comments | MONDAY, 1 AUG 2011

Uncertain about how to best structure their finances in a difficult climate, James and Kate* were preparing for retirement when they needed the help of financial planner, Marc Smith, who maximised their ... Uncertain ... Read more

Five year plan to golden retirement

STEPHEN ASZTALOS | Comments | MONDAY, 1 AUG 2011

Nick, 55, and Kristina, 54, wanted to retire in five years but when they looked at their finances, they couldn't see an end in sight and felt depressed about their financial situation. Nick and Kristina's ... Nick ... Read more

The gift of advice for a family in pain

CRAIG BIGELOW | Comments | MONDAY, 1 AUG 2011

A life threatening illness and building debt had left one family in a state of despair until they met a financial adviser through a pro bono initiative who helped them fight back through bankruptcy ... Read more

Investment

Back in (the) black

JOHN MCBAIN | Comments | MONDAY, 1 AUG 2011

In this paper, Back in (the) black - Unlisted property as part of a properly diversified portfolio: what advisers should be telling their clients, John McBain from Centuria Capital and Jason Huljich ... Read more

Australian accounting firms move into the Cloud to administer SMSFs

WOLF SCHUMACHER | Comments | MONDAY, 1 AUG 2011

The emergence of cloud computing in the wealth management industry is changing the way accountants and advisers do business. This paper presents three case studies of businesses that have successfully ... The ... Read more

Latest News


Former adviser cops 12 years in jail HARRISON WORLEY A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.	Dealer group shuts after advisers depart KANIKA SOOD A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.

ASIC nudges robo-adviser to shutter ELIZABETH MCARTHUR A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.	CountPlus firm acquires advice boutique HARRISON WORLEY A member of the CountPlus network has acquired a boutique financial planning practice.

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GLEN JAMES
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From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

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Katie Johnston Senior Associate The Fold Legal	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
BOLRS aren't a sure thing	Who should REALLY see a financial planner?	Access, affordability are collateral damage	Government should increase access to advice, not reduce it
The challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...	Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...	Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...
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