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


CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

Advice too expensive, hard to access: FPA ALLY SELBY New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.	CFS partnership to sustain advice industry ANNABELLE DICKSON Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.

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In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
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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Expert Feed

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Simon Carrodus Solicitor Director The Fold Legal	Dawn Thomas Senior Financial Adviser Wealthwise	Scott Bunny Managing Director & Senior Consultant B & K Consulting	Paul Barrett Co-Founder Absolute Wealth Advisors
Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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Industry Events

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OCT

Best Practice Series: Retirement Income Forum

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14-18

AIST's Super Investment Conference (ASI)

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FPA Congress is back - and now it's virtual!

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22-24

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SMSF Discussion Group

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