Volume 16 Number 3

Volume 16 Issue 3

Investment

Tapping into the fixed income evolution to improve client portfolios

PAUL BENSON , MANUEL HAYES | Comments | WEDNESDAY, 28 JUL 2021

The fallout from the Global Financial Crisis set off a sea change in fixed income markets. The rise in electronic trading, a growing roster of liquidity providers, and efficient market completion tools ... ... Read more

Insurance

Insurance cover available through superannuation

AMY LEWIS | Comments | FRIDAY, 13 AUG 2021

Superannuation funds typically offer three types of insurance to members. How age makes a difference to superannuation insurance If a member is over 25, most superannuation funds automatically provide ... ... Read more

The distribution of life insurance in Australia

MICHAEL MULHOLLAND | Comments | FRIDAY, 17 SEP 2021

MetLife Australia undertakes an annual Understanding the Adviser-Client Relationship Report, which explores the attitudes, behaviours and expectations of current and potential advice clients to help ... Read more

Technology

How to ready your business for managed accounts

JASON KOMADINA | Comments | THURSDAY, 5 AUG 2021

Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition and align business processes ... ... Read more

Superannuation

Work test and the exemption for recent retirees

TIM HOWARD | Comments | FRIDAY, 16 JUL 2021

One of the most significant measures announced in the May 2021 federal budget was the proposed exemption from the work test. How does the work test apply now, and what is expected to change? Currently ... ... Read more

Retirement

Guide to granny flat interests

RAHUL SINGH | Comments | FRIDAY, 10 SEP 2021

There are a number of accommodation options for older people who require assistance and may not want to live by themselves. While residential aged care homes generally suit those with high care needs ... ... Read more

Compliance

The cost of regulation

KARREN VERGARA | Comments | FRIDAY, 2 JUL 2021

The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. The levy for the 2019-20 ... ... Read more

General advice

SEAN GRAHAM | Comments | THURSDAY, 8 JUL 2021

For a variety of reasons, including client preferences, the 'cost of compliance' and perceptions of value, there is an increasing focus on general advice. For some a sanctuary from the Financial Adviser ... ... Read more

Europe's SFDR

JOSEPHINE MAIORANA | Comments | THURSDAY, 19 AUG 2021

The pace of regulatory change here and overseas shows no sign of abating. Europe's new Sustainable Finance Disclosure Regulation (SFDR) is likely to impact the local market. In the first major move ... ... Read more

Are you ready for the new breach reporting regime?

JAMES CAMPBELL , ALEXANDRA MCCAUGHAN | Comments | FRIDAY, 27 AUG 2021

In June 2021, consultation closed on the Australian Securities and Investments Commission's (ASIC) draft regulatory guidance [Regulatory Guide 78 Breach reporting by AFS licensees and credit licensees ... ... Read more

Liability of a responsible manager

DAVID COURT | Comments | THURSDAY, 2 SEP 2021

The responsible manager (RM) of a licensee plays a key role under the financial services and credit licensing regimes. However, many RMs are concerned as to their responsibilities and liabilities when ... ... Read more

Applied Financial Planning

How monetisation triggers provide defensiveness

ROBERT SWAN | Comments | THURSDAY, 1 JUL 2021

Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted ... ... Read more

Handwashing and social distancing: Creating adviser opportunities

GERARD KERR | Comments | THURSDAY, 22 JUL 2021

Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? COVID-19 has increased everyone's awareness of the importance of health ... ... Read more

Latest News


ASIC prepares advisers for DDO KARREN VERGARA \| 12:32PM ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.	William Buck merges with sixth firm KARREN VERGARA A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped KARREN VERGARA In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.	Advisers embrace technology, lack budget KARREN VERGARA Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

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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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Jason Andriessen Consulting Partner Admin Special Accounts	Warwick Gribble National Manager - Advice Relationships Aware Super	Emma Johnsen Senior Associate Marque Lawyers	John Dyall Head of Investment Research Rainmaker Information
Lean on me: Rethinking the value of advice	We're in the money: Empowering the next generation through advice	Finfluencers, financial influencers: ASIC is watching your stories	Portfolios hide volcanoes of volatility
A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.	Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...	Aspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...	Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...
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Industry Events

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Volume 16 Issue 3

Latest News

Videos

More from FS Advice

Cover Story

Expert Feed

Lean on me: Rethinking the value of advice

We're in the money: Empowering the next generation through advice

Finfluencers, financial influencers: ASIC is watching your stories

Portfolios hide volcanoes of volatility

Industry Events

Your Opinion

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?