FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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. ... 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 ... 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 ... Read more

Latest News


Super tax strategies a hot topic ELIZABETH MCARTHUR AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month.	One third of Australians trust robo-advice ELIZABETH MCARTHUR New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser.

Former NAB adviser charged JAMIE WILLIAMSON A former NAB financial adviser has been charged with two offences following an investigation by ASIC.	ASIC bans Gold Coast adviser ELIZABETH MCARTHUR ASIC has banned a Gold Coast financial adviser from providing financial services for six years.

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Cover Story

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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John Dyall

Head of Investment Research

FS Advice

On beta-adjusted alpha: understanding active managers

There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...

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