FS Advice - 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 ... 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 ... 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 ... Read more

Applied Financial Planning

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 ... Read more

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. ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Super tax strategies a hot topic ELIZABETH MCARTHUR AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month.	One third of Australians trust robo-advice ELIZABETH MCARTHUR New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser.

Former NAB adviser charged JAMIE WILLIAMSON A former NAB financial adviser has been charged with two offences following an investigation by ASIC.	ASIC bans Gold Coast adviser ELIZABETH MCARTHUR ASIC has banned a Gold Coast financial adviser from providing financial services for six years.

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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John Dyall

Head of Investment Research

FS Advice

On beta-adjusted alpha: understanding active managers

There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...

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