Volume 8 Number 2

Volume 8 Issue 2

Superannuation

KEAT CHEW | Comments | TUESDAY, 13 AUG 2013

Self-managed super funds (SMSF) have a life cycle with a "use by date" after which clients can go back to their superannuation fund and potentially be better serviced. Self-managed super ... Read more

Get your clients to enjoy a long life

AARON MINNEY | Comments | 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 ... As ... Read more

Don't forget that exit strategy

MICHAEL HARKIN | Comments | 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. With the rush to purchase property via their SMSF, turstees are overlooking ... Read more

Social media, a shot of credibility

DAVID RAE | Comments | TUESDAY, 13 AUG 2013

Entrant in last year's Smiley's talks to Financial Standard about how entering gave his social media clout a shot of credibility. 1) Tell me why you decided to enter the Smileys On the day the ... Entrant ... Read more

Applied Financial Planning

Blind spots in financial advice processes

HUGH MASSIE , EAMON PORTER | Comments | 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. This white paper raises blind ... Read more

Social media, a major driver of new business

CHARLES BADENACH | Comments | 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. The former winner of the Smileys ... Read more

Social media, a tool to educate clients

MARSHALL BRENTNALL | Comments | 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. 1) Tell me why you decided to ... Read more

Housing and mortgage markets: the long and the short run

LUCI ELLIS | Comments | 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 ... Read more

Social media, a way to make a difference

JENNIFER BROWN | Comments | 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. 1) Tell ... Entrant ... Read more

Social media, a tool for clients and staff

STEVEN MAY | Comments | TUESDAY, 13 AUG 2013

Entrant in last year's Smileys talks to Financial Standard about the new things he has discovered in the past year and how social media can be used to find both clients and staff. 1) Tell me why you ... Read more

Creating a nest egg

NAOMI ROSENTHAL | Comments | 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. Financial planner Naomi Rosenthal ... Read more

Taxation & Estate Planning

Small business CGT concessions

MARK RATCLIFF | Comments | 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 ... he ... Read more

After-tax investing: one size does not fit all!

PETER GARDNER , DON HAMSON | Comments | TUESDAY, 13 AUG 2013

There are various issues that Australian share investors should consider regarding tax rates, including the proper management of tax lots. There are various issues that Australian share investors ... Read more

Latest News


Cbus head of advice launches firm KANIKA SOOD The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.	Why women struggle in financial advice ELIZABETH MCARTHUR New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry.

Bank of Mum and Dad forking out serious dosh ALLY SELBY More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend.	FPA supports tightening insurance claims ELIZABETH MCARTHUR The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services.

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Cover Story

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Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

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Expert Feed

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Angelique Aksenoff Senior Compliance Consultant Assured Support	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Dancing with ASIC	Can financial planning firms survive?	Buy it rather than build it	The impact of intense uncertainty
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...
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