Volume 15 Number 3

Volume 15 Issue 3

Ethics & Governance

MICHELE LEVINE | Comments | FRIDAY, 26 JUN 2020

Regulators have focused intensely on 'fairness' following the numerous scandals involving overcharging, underservicing and poor customer outcomes that were laid bare in the Royal Commission into Misconduct ... Regulators ... Read more

Investment

The corporate loan market

ANDREW LOCKHART | Comments | THURSDAY, 16 JUL 2020

Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistently low growth, finding reliable sources of return is becoming an increasingly ... Australian ... Read more

Resilience in the face of crisis

JOHN FLYNN | Comments | THURSDAY, 30 JUL 2020

We view the potential for a systemic bank failure due to the coronavirus (COVID-19) economic shock as low. Today's banks are more resilient than in the past, given their robust capital positions ... Read more

Superannuation

The limits of SMSF advice

DANIEL BUTLER | Comments | FRIDAY, 24 JUL 2020

This paper examine what advice self-managed superannuation fund (SMSF) advisers can and cannot provide without 'stepping over the line' especially in providing taxation, financial product, or ... This ... Read more

Retirement

Principal home exemption

MANSI DESAI | Comments | THURSDAY, 6 AUG 2020

From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when the exemption may not ... Read more

Taxation & Estate Planning

Claiming work from home expenses

LYNNE GIBSON , LETTY CHEN | Comments | FRIDAY, 21 AUG 2020

Expenses associated with the running of an individual's home are usually private and domestic and nature. However, deductions for 'home office expenses' may be available under section 8-1 ... Expenses ... Read more

Compliance

Actions needed for funds to manage liquidity risks

JON IRELAND | Comments | FRIDAY, 10 JUL 2020

In response to recent market volatility and disruption, investment fund issuers and their boards have been reminded of their governance and conduct obligations in light of emerging liquidity risks. In ... In ... Read more

Applied Financial Planning

Behavioural finance and DDO

SIMON RUSSELL | Comments | THURSDAY, 13 AUG 2020

The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to consumers for whom they ... Read more

Communications & Marketing

Selling an advice practice

SCOTT BREWSTER | Comments | THURSDAY, 11 JUN 2020

Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. However, selling a practice is not like listing a products ... Due ... Read more

Latest News


Global institute launches free expat advice resources KARREN VERGARA \| 12:20PM A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates.	AMP trims platform fees KANIKA SOOD AMP Australia is reducing fees on its platforms, in a bid to attract more clients.

Research aims to solve cash conundrum ELIZABETH MCARTHUR With record-low interest rates set to stay in place for some time, Allianz Retire+ has released new research looking at how best to solve the cash conundrum.	Former adviser cops eight-year ban KARREN VERGARA A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents.

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Cover Story

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Expert Feed

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Judith Beck Author Admin Special Accounts	Simon Gvalda Senior Recruitment Consultant Kaizen Recruitment Pty Limited	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Why women lack mentors	Who owns the clients in an advice business?	Don't follow the pack on TMDs	Best political speech in two years
Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
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