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


Natural disaster support training to launch HARRISON WORLEY \| 11:20AM TAL is preparing to launch a new training course to educate financial advisers in how to support clients suffering as a result of natural disasters.	Partnership sees improved advice services ELIZA BAVIN \| 11:16AM Members of a $13 billion superannuation fund are benefitting from expanded financial advice capabilities via a partnership with Link Advice.

Advisers choose remediation over advice ELIZABETH MCARTHUR A recruiter has revealed advertisements for jobs in financial advice are only attracting between two and eight applications, while advice remediation jobs can see up to 300 applicants.	FASEA extension passes ELIZABETH MCARTHUR The bill to extend deadlines for the Financial Adviser Standards and Ethics Authority exam and education requirements has passed the House of Representatives.

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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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Dawn Thomas Executive Relationship Manager Wealthwise	Tyson Jonas Financial Planner Jonas Wealth Management	Harry Goldberg Financial Adviser Purpose Advisory	Hari Maragos Principal Financial Planner Victoria Wealth Management
Playing with different rules	12% super might not be so super	Advice can only be holistic with life coaching	The grownup perspective on the fires
There are statements that most reasonable people will agree on in regards to female centric issues. More women should become financial advisers, more ...	Superannuation. Trusty old, never changing, reliable superannuation. I don't think those words have ever been spoken in a non-facetious way and I ...	There is no doubt about it: The financial advice industry is changing. We have advisers leaving the industry, more stringent compliance requirements ...	As of the 10 January 2020, the intense bushfire season in Australia has claimed 28 souls. It has also burned an estimated 26 million acres, destroyed ...
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