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


CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

Advice too expensive, hard to access: FPA ALLY SELBY New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.	CFS partnership to sustain advice industry ANNABELLE DICKSON Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.

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In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
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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Expert Feed

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Simon Carrodus Solicitor Director The Fold Legal	Dawn Thomas Senior Financial Adviser Wealthwise	Scott Bunny Managing Director & Senior Consultant B & K Consulting	Paul Barrett Co-Founder Absolute Wealth Advisors
Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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Industry Events

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OCT

Best Practice Series: Retirement Income Forum

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FPA Congress is back - and now it's virtual!

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22-24

DIVE IN FESTIVAL 2020

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SEP

SMSF Discussion Group

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SEP

Long-term Implications of COVID-19: Women in Wealth Perspectives

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