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
One in three investors to boost private credit holdings: Survey
According to a new study, more than one in three investors are planning to increase their allocation to private credit this year.
Research digs into HNW investment preferences
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives.
Dixon Advisory clients should be heard at Senate inquiry: Anderson
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.
WA financial planning firm acquired by US insurance broker
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
