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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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). ... Read more

Latest News


ASIC prepares advisers for DDO KARREN VERGARA \| 12:32PM ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.	William Buck merges with sixth firm KARREN VERGARA A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped KARREN VERGARA In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.	Advisers embrace technology, lack budget KARREN VERGARA Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

Videos

Brought to you by

FS Aspire CPD - discover your professional potential

Advisers Big Day Out 2021 | Highlights

The value of a community when you're going solo

Fairview: Find the emerging opportunities

MORE VIDEOS ►

More from FS Advice

Get 15% off FS Advice subscriptions this September and be the first to receive the newly published journal.

Cover Story

MORE STORIES ►

No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Jason Andriessen Consulting Partner Admin Special Accounts	Warwick Gribble National Manager - Advice Relationships Aware Super	Nathan Mattock Partner Marque Lawyers	John Dyall Head of Investment Research Rainmaker Information
Lean on me: Rethinking the value of advice	We're in the money: Empowering the next generation through advice	Finfluencers, financial influencers: ASIC is watching your stories	Portfolios hide volcanoes of volatility
A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.	Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...	Aspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...	Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

SEP

21-22

AFA Evolve Conference 2021

►

OCT

Best Practice Forum: ESG

►

OCT

Advisers Big Day Out - Hobart

►

OCT

Advisers Big Day Out - Bendigo

►

OCT

Advisers Big Day Out - Geelong

►

Your Opinion

MORE POLLS ►

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

ACCESS MORE CONTENT

FS Advice

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing

► Research Houses

Volume 6 Issue 3

Latest News

Videos

More from FS Advice

Cover Story

Expert Feed

Lean on me: Rethinking the value of advice

We're in the money: Empowering the next generation through advice

Finfluencers, financial influencers: ASIC is watching your stories

Portfolios hide volcanoes of volatility

Industry Events

Your Opinion

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?