FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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. ... 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 ... Read more

Latest News


Super tax strategies a hot topic ELIZABETH MCARTHUR AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month.	One third of Australians trust robo-advice ELIZABETH MCARTHUR New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser.

Former NAB adviser charged JAMIE WILLIAMSON A former NAB financial adviser has been charged with two offences following an investigation by ASIC.	ASIC bans Gold Coast adviser ELIZABETH MCARTHUR ASIC has banned a Gold Coast financial adviser from providing financial services for six years.

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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John Dyall

Head of Investment Research

FS Advice

On beta-adjusted alpha: understanding active managers

There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...

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Industry Events

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MAY

Financial Standard Best Practice Forum - Exchange Traded Funds

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MAY

28-30

Compliance Culture, Regulation & Conduct Risk Forum

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MAY

30-31

Investment Data Management, Analytics & Technology Forum

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JUN

12-14

UNIT PRICING 2019 FORUM in Sydney

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JUN

MAX: Marketing Advertising and Sales Excellence Awards

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