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


Former adviser cops 12 years in jail HARRISON WORLEY A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.	Dealer group shuts after advisers depart KANIKA SOOD A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.

ASIC nudges robo-adviser to shutter ELIZABETH MCARTHUR A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.	CountPlus firm acquires advice boutique HARRISON WORLEY A member of the CountPlus network has acquired a boutique financial planning practice.

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Listen to the new wave

GLEN JAMES
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From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

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Expert Feed

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Katie Johnston Senior Associate The Fold Legal	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
BOLRS aren't a sure thing	Who should REALLY see a financial planner?	Access, affordability are collateral damage	Government should increase access to advice, not reduce it
The challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...	Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...	Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...
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Rainmaker SelectingSuper Awards 2019

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