Ethics & Governance  SHLOMO SHER | THURSDAY, 16 JAN 2020 The process that leads to effective moral action can be roughly divided into three components Read more Technology  LESLEY FRENCH | 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. Read more Taxation & Estate Planning  JANET MANZANERO-CARUANA | 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. Read more Investment  BETASHARES | 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. Read more Communications & Marketing  ADAM BENSON | 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 firms facing one, or all of the following ch ... Read more |
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Vietnam joins FTSE Russell emerging market index
Vietnam has officially joined the FTSE Russell Global Equity Index Series, marking a new phase for its capital market as it moves from frontier to Secondary Emerging Market status.
FAAA flags gaps in discretionary trusts tax reforms, deficient framework
Under the proposed minimum tax on discretionary trust reforms, the Financial Advice Association Australia (FAAA) highlighted concerns over trustees potentially being forced to make "major and largely irreversible decisions" before the rules and guidance have been finalised.
Shield investors launch Macquarie class action
Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement savings.
Sequoia plots potential restructure
Sequoia Financial Group, the parent company of InterPrac Financial Planning, is conducting a thorough review of all its operating subsidiaries for a potential restructuring.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Beyond the checkout: the investment case for Australian shopping centres
Shopping centres continue to stand out as one of the most resilient and compelling real estate investment opportunities in Australia, MA Financial says.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
