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


Finance is least ethical sector: Governance Institute ANNABELLE DICKSON \| 12:29PM 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.

FASEA reveals October exam results KARREN VERGARA The majority of financial advisers who sat the most recent exam passed, according to the Financial Adviser Standards and Ethics Authority.	Advice for all could add $630bn to economy JAMIE WILLIAMSON If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows.

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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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