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

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

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

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


CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

Advice too expensive, hard to access: FPA ALLY SELBY New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.	CFS partnership to sustain advice industry ANNABELLE DICKSON Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.

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In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

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Simon Carrodus Solicitor Director The Fold Legal	Dawn Thomas Senior Financial Adviser Wealthwise	Scott Bunny Managing Director & Senior Consultant B & K Consulting	Paul Barrett Co-Founder Absolute Wealth Advisors
Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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