GAVIN STUART | FRIDAY, 29 MAY 2020
People who are employees, customers and clients of many small businesses across the country have retreated into their homes for both work and self isolation. Businesses have been the subject of federal government (government) directions. Read more
LOUIS CROUS | FRIDAY, 6 MAR 2020
Most investors appreciate the role of fixed income in a diversified portfolio> That is, steady income streams, lower volatility, and protection against falls in equity values during periods of market stress. However, by the end of January 2020, the ... Read more
SABIL CHOWDHURY | FRIDAY, 8 MAY 2020
In finance textbooks, academics assume that investors act rationally when making investment decisions. However, in practice, investors are not fully rational. This is especially true during market crises such as the severe volatility and uncertainty ... Read more
JULIAN HOWARD | FRIDAY, 5 JUN 2020
Markets have for some time now been largely ignoring fundamentals. This remains the case even as coronavirus (COVID-19) threatens a deep depression. In our opinion, not all market sectors will benefit equally from perpetual policy response. Read more
Applied Financial Planning
BEN MOFFATT | FRIDAY, 13 MAR 2020
On 29 November 2019, Australian Securities and Investments Commission (ASIC) deputy chair Karen Chester delivered a speech, 'Consumer outcomes: A truth universally acknowledged', at the Australian Institute of Company Directors Leaders' Lunch. Her speech ... Read more
Communications & Marketing
SIMON RUSSELL | WEDNESDAY, 25 MAR 2020
My most popular behavioural finance workshop series have been on negotiations. The participants in these workshops were typically teams of private equity investors and venture capitalists, or corporate mergers and acquisitions teams. Read more
SCOTT BREWSTER | THURSDAY, 16 APR 2020
According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. So, it is safe to say the industry has some work ... Read more
SEAN HOWARD | THURSDAY, 9 APR 2020
The Centrelink treatment of granny flat arrangements is important to understand because of the implications for deprivation and homeownership. Granny flat arrangements can allow a person to transfer assets to another person in exchange for a life interest ... Read more
ASSYAT DAVID | WEDNESDAY, 1 JUL 2020
The Financial Adviser Standards and Ethics Authority (FASEA) standards that came into effect from 1 January 2020 are compulsory for all financial advisers who provide financial services to retail clients. The FASEA Code of Ethics imposes ethical duties ... Read more
NETWEALTH INVESTMENTS | FRIDAY, 24 APR 2020
A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to be taking a closer look at the possibility of transitioning from their existing ... Read more
ANDY REYNOLDS | FRIDAY, 15 MAY 2020
An unintended consequence of the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act) that came into effect on 1 July 2019 means that many total and permanent disability (TPD) insurance claimants may have significantly ... Read more
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
It's a scary reality that cyber breaches are becoming more and more common.