Volume 15 Number 1

Volume 15 Issue 1

Ethics & Governance

Overcoming obstacles to ethical behaviour

SHLOMO SHER | Comments | THURSDAY, 16 JAN 2020

The process that leads to effective moral action can be roughly divided into three components: 1. Moral awareness - the process of identifying the ethical issues involved, the parties who have a stake ... The ... Read more

Investment

ETFs versus managed funds

BETASHARES * | Comments | THURSDAY, 6 FEB 2020

This paper examines the key differences between traditional, actively managed funds (managed funds) and exchange-traded funds (ETFs), and highlights how these differences can affect investors. Risk diversification ... This ... Read more

Unconventional monetary policy

PAUL CHIN | Comments | THURSDAY, 13 FEB 2020

Why do central banks and governments pursue unconventional monetary policies? There are plenty of lessons for other markets from Japan's experience with zero interest rates and quantitative easing (QE). Why ... Read more

Technology

How data is transforming the financial services industry

LESLEY FRENCH | Comments | THURSDAY, 23 JAN 2020

Banking and financial services is a data driven industry in which organisations rely heavily on data analytics to meet customer expectations and stay competitive. Like most industries, customers within ... Banking ... Read more

Taxation & Estate Planning

The main residence exemption

JANET MANZANERO-CARUANA | Comments | FRIDAY, 31 JAN 2020

Selling one's home without the main residence exemption can mean a substantial tax bill. The capital gains tax (CGT) main residence exemption (the exemption) is available to all Australian residents. Selling ... Read more

Communications & Marketing

Financial advice marketing

ADAM BENSON | Comments | FRIDAY, 21 FEB 2020

Over the last 30 years, Recognition PR has worked with dozens of different professional services firms, including those in the financial advice arena. Almost without fail, these organisations are mid-tier ... Over ... Read more

Latest News


IOOF ups costs for self-employed advisers ELIZA BAVIN \| 11:51AM Self-employed financial advisers working with IOOF will have to pay more for the same services under the new IOOF structure which will focus the business on three key pillars in the advice space.	Government backs disciplinary body in principle KARREN VERGARA The federal government said it supports the establishment of the new single disciplinary system for financial advisers providing tax advice "in principle" in response to the independent review of the Tax Practitioners Board.

Finance is least ethical sector: Governance Institute ANNABELLE DICKSON The financial services sector has had the highest improvement on an ethics index despite still receiving the lowest score of all sectors, new research shows.	FPA announces 2020 award winners KANIKA SOOD An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners.

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In safe hands

HUGH ROBERTSON
PRINCIPAL ADVISER
CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

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Jamie Williamson Journalist Financial Standard	Nicole Alexander Head of Licensee Standards Centrepoint Alliance Limited	Kate Fellows Paraplanner The Professional Paraplanner	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
Celebrating the FS Power50	Considering self-licensing?	Who rules the world? Paraplanners!	How to make advice affordable
Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. Compiling such a list ...	Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ...	If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...	In this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ...
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