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


Centrepoint Alliance posts $1.6m NPAT KANIKA SOOD Centrepoint Alliance reported $1.6 million in NPAT for the December half, as its total adviser numbers dropped slightly to 308.	Ignition Advice enters UK market ELIZA BAVIN Fintech Ignition Advice has announced it will move into the UK market, establishing new teams in London and Edinburgh.

IOOF to spend big on BOLR KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.	FPA names Gwen Fletcher Memorial Award winner ELIZA BAVIN The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

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Cover Story

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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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Expert Feed

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Simon Gvalda Recruitment Consultant Kaizen Recruitment Pty Limited	Adrian Martuccio Portfolio Manager Bell Asset Management	John Dyall Head of Investment Research Rainmaker Information	Sean Cookson Vice President and Managing Director - APAC Financial Recovery Technologies
Who owns the clients in an advice business?	Six things to watch this reporting season	What exactly happened with GameStop	Class action settlements may be available to advisers' clients
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 ...	With the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...	At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything ...	For financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...
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