Volume 7 Number 2

Volume 7 Issue 2

Superannuation

Tightening QROPS - major structural changes to the regime

KEAT CHEW | Comments | MONDAY, 9 JUL 2012

Since April 2006 and after more than five years of QROPS transfers from the UK and monitoring the outflows and transfer outcomes, the British government has decided to move to tighten the regime which ... Since ... Read more

Outcome oriented funds: the next generation of super

SARA HIGGINS , JOHN WILSON | Comments | 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 ... This ... Read more

Applied Financial Planning

Gaining credit from the FOFA reforms: Winning the trust and generating new fee income with clients

SHEHAN WIJETILAKA | Comments | 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 ... As ... Read more

Guardian of advice

CHARLES BADENACH | Comments | 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 ... This ... Read more

Taxation & Estate Planning

Special disability trusts - now worth another look

DEBORAH WIXTED | Comments | 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 ... Family ... Read more

Insurance claims taxed - when and why

JONATHAN DE FRIES | Comments | 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 ... From ... Read more

How long will SMSF taxation concessions last?

LINDSAY STODDART | Comments | MONDAY, 9 JUL 2012

In this paper Lindsay Stoddart, Stoddart Legal, explores what the future holds for self managed super fund tax concessions. In this paper Lindsay Stoddart, Stoddart Legal, explores what the future ... Read more

Ethics & Governance

Understanding the nature of conflicts of interest

SIMON LONGSTAFF | Comments | 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 ... Most ... Read more

Investment

Are traditional investment theories and techniques becoming irrelevant?

MATTHEW DAVIS | Comments | 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 ... In ... 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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