Superannuation AARON MINNEY | TUESDAY, 13 AUG 2013 As an adviser, there are some simple approaches that you can work with your clients to implement that will improve their retirement outcomes. A basic goal in retirement is for clients' minimum spending needs to be met by the income produced by their ... Read more MICHAEL HARKIN | TUESDAY, 13 AUG 2013 With the rush to purchase property via their SMSF, turstees are overlooking what will happen should they become disabled or die. Read more Applied Financial Planning HUGH MASSIE , EAMON PORTER | TUESDAY, 13 AUG 2013 This white paper raises blind spots in financial advice processes and analyses the tension that any adviser has between increasing revenue and protecting the business. Read more CHARLES BADENACH | TUESDAY, 13 AUG 2013 The former winner of the Smileys scholarship talks to Financial Standard about social media and how entering the competition helped him realise his social goals. Read more MARSHALL BRENTNALL | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. Read more LUCI ELLIS | TUESDAY, 13 AUG 2013 I would like to start by considering some of the longer-run factors that are shaping outcomes in housing and mortgage markets. The first is that Australia went from being a high-inflation country in the 1970s and 1980s to being a low-inflation country ... Read more JENNY BROWN | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's and part of the "Digital Dozen" talks to Financial Standard about how social media can improve your relationship with current clients, and help you find new ones. Read more NAOMI ROSENTHAL | TUESDAY, 13 AUG 2013 Financial planner Naomi Rosenthal helps a single 34 year old woman setting and reaching a savings goal that will give her a sense of security and financial freedom. Read more Taxation & Estate Planning MARK RATCLIFF | TUESDAY, 13 AUG 2013 he Small business tax concessions are a specific part of the income tax legislation which allows Australian resident tax payers which incur a capital gains liability from the disposal of a small business various forms of capital gains relief. Read more PETER GARDNER , DON HAMSON | TUESDAY, 13 AUG 2013 There are various issues that Australian share investors should consider regarding tax rates, including the proper management of tax lots. Read more |
Latest News
Chorus of self-interest in financial advice: SCA
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".
CountPlus takes stake in WSC Group
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group.
That's a wrap for the BT Wrap
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama.
Diverger takes stake in McGregor Wealth Management
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM).
Cover Story

A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.