FS Advice - Volume 9 Number 2

Volume 9 Issue 2

Insurance

Apathy to action

JOHN BROGDEN , DAMIEN GREEN | Comments | THURSDAY, 10 JUL 2014

To motivate behavioural change, insurers need to create tangible triggers: events or rewards, not fear and peace of mind. They need to use important ... Read more

Insurance Product Replacement Advice - A Case in Point

TREVOR HARRIS | Comments | THURSDAY, 10 JUL 2014

his court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on ... Read more

Applied Financial Planning

Advising the rising CEO

YIANNI TSIMOPOULOS | Comments | THURSDAY, 10 JUL 2014

Ben started out working as a store man and managed to work his way up to the general manager position of the organisation by the age of 32. During this ... Read more

One million Australians can't be wrong... but SMSFs are not for everyone

CLAIRE MACKAY | Comments | THURSDAY, 10 JUL 2014

The future is bright for new SMSF investors. They have joined one million of their fellow Australians in taking control of their family's financial ... Read more

Adviser fees and business models

KRISTEN TURNBULL , JAMES TAYLOR | Comments | THURSDAY, 10 JUL 2014

The biggest challenge facing financial advice businesses today is compliance costs and time. But the industry will have to turn its attention to client ... Read more

The foundation of trust

DAVID RAITS | Comments | THURSDAY, 10 JUL 2014

Shadforth Financial Group private client adviser David Raits helps a longtime SMSF client set up a charitable foundation to build a ... Read more

Connecting with clients

BRAD FOX , REBECCA SHEILS , ADAM TUCKER , RICHARD DUNKERLEY | Comments | THURSDAY, 10 JUL 2014

Advisers need to find the right mix when they communicate with clients. Communication strategies must be tailored to the age and the profile of each ... Read more

Stand on your client's side

VIVIAN CHAU | Comments | THURSDAY, 10 JUL 2014

Every financial planner will face objections at some point of the sales process: it is unavoidable. Although objections can create obstacles in ... Read more

Superannuation

Preservation rules: a little known quirk

BRYCE FIGOT | Comments | THURSDAY, 10 JUL 2014

A little known quirk in the preservation rules can have important implications for clients. This article explains how the quirk arises, and then how to ... Read more

New ATO SMSF penalties

GRAEME COLLEY | Comments | THURSDAY, 10 JUL 2014

With the new penalties for SMSFs, trustees and advisers need to ask themselves: "should I be afraid, very afraid," or should they just be ... Read more

Sponsored content: Do SMSFs have a use-by date?

KEAT CHEW | Comments | THURSDAY, 10 JUL 2014

Self managed super funds (SMSFs) continue to enjoy huge popularity. While much of the discussion focuses on when it is appropriate to establish a SMSF ... Read more

For the want of a BDBN!

MICHAEL HALLINAN | Comments | THURSDAY, 10 JUL 2014

In the absence of a binding death benefit nomination, those who control the trustee will control the destination of the death benefit: hence a battle ... Read more

Mending SMSF advice gone wrong

LAURA MILLAN | Comments | THURSDAY, 10 JUL 2014

Setting up a self-managed super fund (SMSF) has certainly been the flavour of the month for many Australian investors. Today, more than one million ... Read more

Taxation & Estate Planning

The TASA reform

DANTE DE GORI | Comments | THURSDAY, 10 JUL 2014

The new financial year has arrived with a bang for financial planners with the Tax Agent Services Act 2009 (TASA) regime now applying to the ... Read more

Death and taxes - what you need to know

HENRY WALACHOWSKI | Comments | THURSDAY, 10 JUL 2014

What do you do if you and your spouse have an SMSF and want to ensure that your superannuation entitlements get paid to your preferred beneficiary if ... Read more

Latest News


Futuro ends AMP alignment JAMIE WILLIAMSON Futuro Financial Services has ended its partnership with AMP after seven years, becoming 100% privately-owned again.	Escala bought by growing US firm JAMIE WILLIAMSON Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint.

IOOF braces for new super package, grandfathered commissions changes KARREN VERGARA IOOF's bottom line will take a hit from the newly legislated Protecting Your Super package and the proposed removal of grandfathered commissions.	ClearView launches client-engagement guide KANIKA SOOD ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic.

Videos

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Pathway to better

AMP: What clients ask about super

Airlie: Combining value and experience

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Cover Story

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Reality check

PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED

Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Deal breakers & deal changers in the financial planning M&A space

The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) ...

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Kate Fellows

Paraplanner

FS Advice

Why the paraplanning profession is here to stay

There is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum ...

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Jacqui Lennon

Head of Product and Customer Experience

FS Advice

Retiring with dignity requires superior income solutions

With the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater transparency ...

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Shelley Banton

Executive General Manager, Technical Services

FS Advice

Potential problems with pension payments

There's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...

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Industry Events

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