Volume 10, Issue 1

Insurance
TREVOR HARRIS  |  THURSDAY, 10 JUL 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 2014 in a joint investigation with Fairfax Media ... Read more
Communications & Marketing
TREVOR HARRIS  |  THURSDAY, 10 JUL 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 2014 in a joint investigation with Fairfax Media ... Read more
MARTIN BRECKON  |  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 structure and justification for the recommendatio ... Read more
Darren Stevens
DARREN STEVENS  |  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 bows each time a new product is brought to market ... Read more
NEIL O'GRADY , ADELINA LALIC  |  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 of services that are offered by financial planners ... Read more
Investment
BEN BUDGE  |  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 core of Budge's philosophy. Through My Wealth ... Read more
RICHARD DUNKERLEY  |  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. Read more
BRETT SANDERS , MATHEW BIRCH , RHONDA LEE QUAN  |  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 growth will accelerate further. Read more
JONATHAN SHEAD  |  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 the right strategy, you can not only manage currency ... Read more
Superannuation
Craig McCulloch
CRAIG MCCULLOCH  |  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 Age Pension is difficult and depends on a range of ... Read more
MICHAEL HARKIN  |  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 related party loans to enable 'commerciality' ... Read more
Taxation & Estate Planning
ANNA HACKER  |  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 situation. Read more