Insurance JON DE FRIES | 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 following an increase in the number of funds offering ... Read more MARCUS CHENG | 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 various purposes. Read more ANQING LIN | 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 potential impacts of life changing events and the ... Read more Applied Financial Planning JIM FENWICKE | 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 own home in five years. Read more Investment STEVE GROB | 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 and re-alignment. In this paper, Grob discusses how Australia ... Read more  MARK ARNOLD | 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, portfolio manager/analyst for Hyperion, examines ... Read more RICK DI MASCIO | 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 track records against the standard Australian ... Read more Taxation & Estate Planning DEBORAH WIXTED | 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 some of the key drivers of SMSF estate planning ... Read more |
Latest News
Allianz Retire+ adds 'industry first' feature to AGILE
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Industry needs better retirement advice blueprint: Expert
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
ASIC confirms adviser registration deadline
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young women report low financial literacy: NAB
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
Cover Story
Against all odds
MANISHA BHUDIA
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
Expert Feed
In limbo: Robo-advice
The
fate
of
Australia's
robo-advisers
hangs
in
limbo
as
the
triple
threat
of
spooked
investors,
lackadaisical
client
interest,
and
regulatory
strangulation ...
Cybersecurity essentials for advisers and practice owners
It's a scary reality that cyber breaches are becoming more and more common.
AFCA determinations: Ignore at your peril
All AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).
Savers being robbed by inflation
Many savers feel that they are, at last, enjoying higher rates of interest.
