Volume 10 Number 1

Volume 10 Issue 1

Superannuation

CRAIG MCCULLOCH | Comments | THURSDAY, 11 DEC 2014

Perhaps the most obvious question to ask for any client considering the Age Pension is "how much is the Age Pension worth?" As described in our introductory paper, assigning a value to the ... Read more

SMSF borrowing - the need to benchmark

MICHAEL HARKIN | Comments | THURSDAY, 11 DEC 2014

Changes in the Australian Taxation Office's (ATO) interpretation of the treatment of income derived by investments made with borrowed funds means trustees and their advisers need to consider benchmarking ... Changes ... Read more

Taxation & Estate Planning

Estate planning for different life stages

ANNA HACKER | Comments | THURSDAY, 11 DEC 2014

Estate planning is not just the preserve of the elderly or the sick. Every Australian, regardless of their age or health, should consider an estate plan that takes into account their assets and family ... Estate ... Read more

Investment

Advice from a rising star

BENJAMIN BUDGE | Comments | THURSDAY, 11 DEC 2014

Ben Budge is the Association of Financial Advisers (AFA) rising star for 2014. But above all, he is a trusted adviser. Building a trusting relationship with every single one of his clients is at the ... Read more

Client onboarding - First impressions drive lifetime outcomes

RICHARD DUNKERLEY | Comments | THURSDAY, 11 DEC 2014

Research conducted by the Aite Group1, in the US, found that only 30% percent of wealth management businesses regard the client onboarding process as an opportunity to create competitive differentiation. Research ... Read more

Understanding and selecting managed account services

BRETT SANDERS , MATHEW BIRCH , RHONDA LEE QUAN | Comments | THURSDAY, 11 DEC 2014

Managed accounts have been accelerating in popularity in the past few years with funds under management (FUM) estimated at over $15 billion and there is much industry anticipation that their rate of ... Read more

Seven essential tips for managing currency risk

JONATHAN SHEAD | Comments | THURSDAY, 11 DEC 2014

While international investments have the potential to deliver real benefits, they are also exposed to currency fluctuations. Currency can turn a loss into a profit - or vice versa. Fortunately, with ... Read more

Communications & Marketing

What is on the horizon for life insurance in super?

MARTIN BRECKON | Comments | THURSDAY, 11 DEC 2014

In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the ... In ... Read more

Financial advice - Australian consumers have their say

NEIL O'GRADY , ADELINA LALIC | Comments | THURSDAY, 11 DEC 2014

The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range ... The ... Read more

Life insurance snapshot: 10 industry trends shaping the landscape

DARREN STEVENS | Comments | THURSDAY, 11 DEC 2014

While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems ... Read more

Insurance product replacement advice - a case in point

TREVOR HARRIS | Comments | THURSDAY, 11 DEC 2014

This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May ... This ... Read more

Latest News


Fraudulent adviser cops ban, jail time ELIZABETH MCARTHUR A financial adviser from the NSW town of Valentine has been permanently banned for making false statements to clients and misappropriating funds.	The growing risk to financial advisers ALLY SELBY Financial advisers must act to repair the trust deficit or risk being superseded by superannuation funds.

Viridian opens new offices KANIKA SOOD In some pre-holiday spending, Viridian Advisory opened 22 new offices in November, and is looking to launch a mobile app in 2020, says chief executive Glenn Calder.	AMP remediation processes questionable JAMIE WILLIAMSON AMP has responded to reports it is refunding fees charged to members into new AMP superannuation accounts opened without customers' knowledge or consent.

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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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Harry Goldberg Financial Adviser Purpose Advisory	Hari Maragos Principal Financial Planner Victoria Wealth Management	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners
Advice can only be holistic with life coaching	The grownup perspective on the fires	Can financial planning firms survive?	Buy it rather than build it
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 ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...
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