Volume 10 Number 1

Volume 10 Issue 1

Superannuation

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

How much is the Age Pension worth?

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

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


Global institute launches free expat advice resources KARREN VERGARA \| 12:20PM A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates.	AMP trims platform fees KANIKA SOOD AMP Australia is reducing fees on its platforms, in a bid to attract more clients.

Research aims to solve cash conundrum ELIZABETH MCARTHUR With record-low interest rates set to stay in place for some time, Allianz Retire+ has released new research looking at how best to solve the cash conundrum.	Former adviser cops eight-year ban KARREN VERGARA A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents.

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Judith Beck Author Admin Special Accounts	Simon Gvalda Senior Recruitment Consultant Kaizen Recruitment Pty Limited	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
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Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
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