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

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

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

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


Super tax strategies a hot topic ELIZABETH MCARTHUR AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month.	One third of Australians trust robo-advice ELIZABETH MCARTHUR New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser.

Former NAB adviser charged JAMIE WILLIAMSON A former NAB financial adviser has been charged with two offences following an investigation by ASIC.	ASIC bans Gold Coast adviser ELIZABETH MCARTHUR ASIC has banned a Gold Coast financial adviser from providing financial services for six years.

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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John Dyall

Head of Investment Research

FS Advice

On beta-adjusted alpha: understanding active managers

There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...

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