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


Global institute launches free expat advice resources KARREN VERGARA \| 12:20PM A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates.	AMP trims platform fees KANIKA SOOD AMP Australia is reducing fees on its platforms, in a bid to attract more clients.

Research aims to solve cash conundrum ELIZABETH MCARTHUR With record-low interest rates set to stay in place for some time, Allianz Retire+ has released new research looking at how best to solve the cash conundrum.	Former adviser cops eight-year ban KARREN VERGARA A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents.

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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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Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
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