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
Former financial adviser charged in alleged $160k super fraud case
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
