Insurance  ALEX KOODRIN | TUESDAY, 15 JAN 2013 The use of business insurance trusts has a number of commercial advantages over conventional structures, including potential substantial cost savings Read more STEPHEN MILLER | WEDNESDAY, 3 APR 2013 There is scope to use a trauma policy to pay an NCIS under the temporary incapacity condition of release. Read more Applied Financial Planning AARON BRUHN | WEDNESDAY, 3 APR 2013 The collapse of Townsville-based Storm Financial in early 2009 provides much food for thought for individuals, regulators and credit providers. Read more CHRIS MCNICKLE | WEDNESDAY, 3 APR 2013 The search for income - already a powerful investment theme - is set to grow in importance over the next decade and beyond. Read more JAMES SUTHERLAND | WEDNESDAY, 3 APR 2013 What happens when a simple fact-finding mission uncovers a $250,000 mistake? One adviser sets things right for two business owners who had no succession plan and desperately needed the right insurance cover to protect their dream Read more LEYLA BANAEI | WEDNESDAY, 3 APR 2013 Financial advisers can always look at the new regulatory guide on fee disclosure statements as a compliance matter, but it could mean so much more Read more  ALEX DUNNIN | WEDNESDAY, 3 APR 2013 Retirees need income to live on but relying on traditional sources like term deposits in a low-inflation low-interest-rate world locks them into downward spiraling income levels even though their costs are still going up. Read more Superannuation KEN MUNGAN | WEDNESDAY, 3 APR 2013 This paper analyses the problem of providing a reliable lifetime income and demonstrates the importance of risk management to achieve investor outcomes Read more  KRISTEN TURNBULL | WEDNESDAY, 3 APR 2013 This white paper draws on the views of some of the superannuation sector's leaders to build a picture of the state of the industry and its growth path Read more Taxation & Estate Planning LINDSAY STODDART | WEDNESDAY, 3 APR 2013 Tell your clients how they can avoid tens of thousands of dollars in litigated fees, family grief and anguish all because of a $29.95 will they bought from their local newsagent. Read more |
Latest News
South Australian financial adviser slapped with seven-year ban
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.
Millions of Aussies want episodic advice: Research
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.
Treasury gives Tranche 2 reform package preview
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'
Netwealth celebrates $100bn amid 25th anniversary
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
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.
