FS Advice - 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 ... 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 ... 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 ... 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. ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Frydenberg flags new advice disciplinary system HARRISON WORLEY A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today.	AMP advice lead rejects AMPFPA claims JAMIE WILLIAMSON The head of AMP's advice business has rebuffed claims the group failed to meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy.

Netwealth FUA, adviser numbers rise KARREN VERGARA A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion.	ASIC bans adviser again HARRISON WORLEY A financial adviser previously banned by ASIC has found himself in hot water again.

Videos

Brought to you by

Integrity Life: Life insurance as it's meant to be

Powerwrap: Rise of alternative assets

Exchange Traded Funds Forum | 2019 Highlights

Allianz Retire+: Coaching to contentment

Jamieson Coote Bonds: The ultimate flight to quality investment

TAL: Start a conversation with your clients about their health

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES ►

From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Katie Johnston

Senior Associate

FS Advice

Warranties and indemnities in the sale of financial advice portfolios

The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

READ MORE ►

Barry Daniels

Director

FS Advice

The other casualties of advice industry reform

Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

READ MORE ►

Ben Moffatt

Financial Planner

FS Advice

An auditor's view of conflicted advice

"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

READ MORE ►

Tony Stephens

Author

FS Advice

The care factor

A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

AUG

28-30

united. AFA Conference 19

►

SEP

Best Practice Series: Managed Accounts Forum

►

SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

►

SEP

25-26

ORM 2019: Investment Operations Rick Management Forum

►

OCT

Best Practice Series: Retirement Income Forum

►

Your Opinion

MORE POLLS ►

Do you think it's fair to amend Buyer of Last Resort agreements in line with market conditions?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing