Volume 6 Number 3

Volume 6 Issue 3

Insurance

RICHARD KLIPIN | Comments | THURSDAY, 17 NOV 2011

The focus of the Risking Everything research, conducted by CoreData on behalf of the Association of Financial Advisers, is to investigate in a more detailed way how Australian consumers are addressing ... The ... Read more

Economic cycles, financial shocks and life insurance

YONG JIAN KHOO | Comments | THURSDAY, 17 NOV 2011

Life insurance serves various purposes, such as mitigating the financial impact of adverse events such as death or disablement; providing a means of private savings; and for funding retirement. Clearly ... Life ... Read more

Superannuation

Guide to aged care

TONY NGUYEN | Comments | THURSDAY, 17 NOV 2011

It is important for financial advisers to understand not only the financial and social security impacts of residential aged care facilities and independent living arrangements. There are social considerations ... It ... Read more

Longevity risk: the risk of ruin

MATTHEW DAVIS | Comments | THURSDAY, 17 NOV 2011

To protect and grow the wealth of their clients, financial planners must make significant changes to their traditional approach to portfolio construction and management and look at strategies designed ... To ... Read more

Applied Financial Planning

The presenting issue - duty of care

LINDSAY STODDART | Comments | THURSDAY, 17 NOV 2011

Today, in the financial planning and accounting world, many of our duties will be compliance duties or statutory duties. However, duty of care issues will continue to raise the possibility of litigation ... Today ... Read more

Australian accounting firms move into the Cloud to administer SMSFs

WOLF SCHUMACHER | Comments | THURSDAY, 17 NOV 2011

This article provides an introduction into the fast developing world of cloud computing for accounting and advice firms, and particularly for those, that administer self-managed super funds (SMSFs). This ... Read more

Latest News


IOOF ups costs for self-employed advisers ELIZA BAVIN \| 11:51AM Self-employed financial advisers working with IOOF will have to pay more for the same services under the new IOOF structure which will focus the business on three key pillars in the advice space.	Government backs disciplinary body in principle KARREN VERGARA The federal government said it supports the establishment of the new single disciplinary system for financial advisers providing tax advice "in principle" in response to the independent review of the Tax Practitioners Board.

Finance is least ethical sector: Governance Institute ANNABELLE DICKSON The financial services sector has had the highest improvement on an ethics index despite still receiving the lowest score of all sectors, new research shows.	FPA announces 2020 award winners KANIKA SOOD An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners.

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In safe hands

HUGH ROBERTSON
PRINCIPAL ADVISER
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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Jamie Williamson Journalist Financial Standard	Nicole Alexander Head of Licensee Standards Centrepoint Alliance Limited	Kate Fellows Paraplanner The Professional Paraplanner	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
Celebrating the FS Power50	Considering self-licensing?	Who rules the world? Paraplanners!	How to make advice affordable
Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. Compiling such a list ...	Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ...	If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...	In this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ...
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