Volume 6 Number 4

Volume 6 Issue 4

Insurance

Income Protection in Super – what are the advice issues?

JONATHAN DE FRIES | Comments | MONDAY, 5 DEC 2011

There's some debate and concern in financial advice circles about holding income protection insurance (IP) inside super. Following a favourable tax change in 2007, the issues have gradually intensified ... There's ... Read more

Trends in Mental and Nervous Disorder Claims

MARCUS CHENG | Comments | MONDAY, 5 DEC 2011

This paper assesses the current state of the life insurance market in Australia and looks at the different factors that impact on an individual's life insurance, in addition to how insurance serves ... This ... Read more

Guaranteed future insurability options

ANQING LIN | Comments | MONDAY, 5 DEC 2011

Life insurers in Australia typically offer a guaranteed future insurability (GFI) feature as part of their lump sum risk product range. This papers discusses the emphasis is on the mortality risk, the ... Life ... Read more

Investment

Australian equity managers: separating luck from skill

RICK DI MASCIO | Comments | MONDAY, 5 DEC 2011

This Inalytics paper quantifies how misleading track records are as an indicator of skill. We provide evidence that even fund managers with no skill in stock picking have still been able to have positive ... This ... Read more

Aussie Rules – The new trading landscape for Australian equities

STEVE GROB | Comments | MONDAY, 5 DEC 2011

With ASX's launch of its new smart order routing system and the go-live of Chi-X in Australia, it is clear that the Australian trading landscape is going through a period of rapid transformation ... With ... Read more

The economic costs of excessive short-termism

MARK ARNOLD | Comments | MONDAY, 5 DEC 2011

Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. This research paper, co-authored by Jason Orthman ... Short-termism ... Read more

Taxation & Estate Planning

Latest SMSF estate planning trends and strategies

DEBORAH WIXTED | Comments | MONDAY, 5 DEC 2011

With over half of all SMSF members aged 55 or over, and one-fifth aged 65 or over, it's more important than ever to plan for the succession of SMSF benefits, fund assets and funds. This paper will canvass ... With ... Read more

Applied Financial Planning

Gearing vs savings strategies

JAMES FENWICKE | Comments | MONDAY, 5 DEC 2011

This case study looks at the benefits of a gearing strategy versus a saving strategy from one award-winning financial adviser who offered two different approaches to one couple who want to buy their ... Read more

Insuring for the future

GREGORY COOK | Comments | MONDAY, 5 DEC 2011

Sam, 49, and his wife Lisa, 46, were feeling the pressure to provide for future of their four dependent kids, aged between 8 and 15, without sacrificing their current financial position. With a steady ... Sam ... Read more

Latest News


IOOF to spend big on BOLR KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.	FPA names Gwen Fletcher Memorial Award winner ELIZA BAVIN The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

Countdown to FASEA exam deadline ELIZABETH MCARTHUR The Financial Adviser Standards and Ethics Authority (FASEA) has issued a reminder to financial advisers that their time to sit and pass the exam is ticking by.	Vanguard to launch retirement income tool ELIZA BAVIN Vanguard has announced it is launching the Vanguard Retirement Income Builder tool for financial advisers.

Videos

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Cover Story

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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.

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Expert Feed

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Simon Gvalda Recruitment Consultant Kaizen Recruitment Pty Limited	Adrian Martuccio Portfolio Manager Bell Asset Management	John Dyall Head of Investment Research Rainmaker Information	Sean Cookson Vice President and Managing Director - APAC Financial Recovery Technologies
Who owns the clients in an advice business?	Six things to watch this reporting season	What exactly happened with GameStop	Class action settlements may be available to advisers' clients
One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	With the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...	At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything ...	For financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...
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