FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Government should intervene in BOLR changes: Opposition JAMIE WILLIAMSON The NSW shadow minister for finance and small business has asked what the state government is doing for advisers facing financial ruin as a result of AMP's plan to change Buyer of Last Resort terms.	Midwinter acquired by Bravura JAMIE WILLIAMSON Bravura Solutions has acquired Midwinter for $50 million.

CFA exam results out, record participation KRISTI CHENG More than half of the candidates for the Level III CFA Program exam in June passed, CFA Institute announced.	Centrepoint revenue model improves bottomline KARREN VERGARA Centrepoint Alliance flagged its transition to a new revenue model has been somewhat successful, but the dealer group services provider still found itself in the red, latest financial results show.

Videos

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Josh Dalton

Director

FS Advice

No more us versus them

If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...

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Katie Johnston

Senior Associate

FS Advice

Warranties and indemnities in the sale of financial advice portfolios

The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

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Barry Daniels

Director

FS Advice

The other casualties of advice industry reform

Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

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Ben Moffatt

Financial Planner

FS Advice

An auditor's view of conflicted advice

"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

►

SEP

25-26

ORM 2019: Investment Operations Risk Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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Your Opinion

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