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


CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

Advice too expensive, hard to access: FPA ALLY SELBY New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.	CFS partnership to sustain advice industry ANNABELLE DICKSON Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.

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In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

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Simon Carrodus Solicitor Director The Fold Legal	Dawn Thomas Senior Financial Adviser Wealthwise	Scott Bunny Managing Director & Senior Consultant B & K Consulting	Paul Barrett Co-Founder Absolute Wealth Advisors
Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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