Applied Financial Planning SHEHAN WIJETILAKA | MONDAY, 9 JUL 2012 As the Future of Financial Advice (FOFA) reform sweeps through the Australian wealth management industry, it is clear that many clients don't actually understand the details of the financial advice they have been receiving, nor are they entirely ... Read more CHARLES BADENACH | MONDAY, 9 JUL 2012 This case-study looks at the financial advice given to Tim (20) who when he was just eight years old suffered severe injuries from a car accident in which his mother was killed. While a police investigation into the accident found the other driver negligent. ... Read more Superannuation SARA HIGGINS , JOHN WILSON | MONDAY, 9 JUL 2012 This research suggests that funds that target a retirement income replacement goal and are outcome-oriented are likely to be the next generation of funds. And more specifically, lifecycle strategies, which not ony focus on the outcome but also take ... Read more Investment MATT DAVIS | MONDAY, 9 JUL 2012 In recent times it would seem that relying on the tenets of traditional investment theory has become an excuse for fund managers and investment advisers to be lazy and apathetic. Many advisers rely on Efficient Market Hypothesis, diversification theory ... Read more Taxation & Estate Planning DEBORAH WIXTED | MONDAY, 9 JUL 2012 Family members and carers of people who have a severe disability have been able to establish a special disability trust since 20 September 2006. The purpose of this trust is to provide financial assistance for the needs of a severely disabled person ... Read more JON DE FRIES | MONDAY, 9 JUL 2012 From a tax perspective, most advisers when working in personal insurance may concentrate on deductibility of premiums and whether to hold insurance in or out of super. Advisers working in business insurance have a lot more to consider - not only deductibility ... Read more LINDSAY STODDART | MONDAY, 9 JUL 2012 In this paper Lindsay Stoddart, Stoddart Legal, explores what the future holds for self managed super fund tax concessions. Read more Ethics & Governance SIMON LONGSTAFF | MONDAY, 9 JUL 2012 Most people have an intuitive grasp of what it means to have a conflict of interest. However, it should be observed that consideration of the nature of conflicts of interest is made complex by the fact that relatively subtle changes in relationships ... Read more |
Latest News
Chorus of self-interest in financial advice: SCA
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".
CountPlus takes stake in WSC Group
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group.
That's a wrap for the BT Wrap
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama.
Diverger takes stake in McGregor Wealth Management
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM).
Cover Story

A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.