Ethics & Governance  ATTRACTA LAGAN | THURSDAY, 7 OCT 2021 What would you do if you found a colleague's behaviour unacceptable, even unethical? Most of us believe we will speak up, however, research shows we often fail to act on our ethical intent. The result is moral muteness, the gap between our ethical ambitions ... Read more  RAY MCHALE | FRIDAY, 22 OCT 2021 Consideration of trust and trustworthiness in the financial advice industry is unavoidable. This is because the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics (FASEA Code) is unequivocal. Read more Investment  CAMPBELL HARVEY | FRIDAY, 3 DEC 2021 Global sustainable funds, as identified by Morningstar, rose to a record US$ 2.2 trillion in the second quarter of 2021, up from US $1.7 trillion a year earlier, or growth of 35% in a year. Read more Taxation & Estate Planning  JUSTON JIRWANDER | WEDNESDAY, 3 NOV 2021 The Family Tax Benefit (FTB) is a two-part payment to assist with the cost of raising children. Read more Applied Financial Planning  MICHAEL DUNDAS | THURSDAY, 11 NOV 2021 This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more  RAY MILES , NEIL YOUNGER | FRIDAY, 19 NOV 2021 This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more Compliance  SEAN GRAHAM | FRIDAY, 26 NOV 2021 Advisers and licensees have had a lot of regulatory reform to manage in 2021, so it is no surprise that there is still a measure of confusion and uncertainty around these new arrangements. Queries about fee disclosure statements (FDSs) and ongoing fee ... Read more Superannuation  MARK GLEESON | FRIDAY, 10 DEC 2021 As many advisers do not provide advice on managing total and permanent disablement (TPD) payments on a frequent basis, this paper provides a refresher to help them ensure their knowledge is up to date. Further, it explores lump sum payments, income ... Read more |
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Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
