Retirement LESTER WILLS | TUESDAY, 1 JAN 2008 In this article Dr Lester Wills reviews work by two US-based academics, Robert Arnott and Anne Casscells. Lester considers the Arnott and Cassells' proposition that a stable dependency ratio rather than a stable retirement age is the only way a ... Read more KEVIN CONLON | TUESDAY, 1 JAN 2008 As is well known the Baby Boom generation is nearing retirement age. With much of their wealth tied up in residential real estate, the boomer generation need to work out how that large investment helps or hinders their retirement lifestyle plans. The ... Read more Applied Financial Planning  DAVID CARNEY , ALF PRIESTLEY | TUESDAY, 1 JAN 2008 Running a successful business and managing the growth of personal wealth is not easy for business owners of small to medium-sized enterprises (SME). Most business owners are so busy working within their business that they do not have many opportunities ... Read more Communications & Marketing TIM BROWNE | TUESDAY, 1 JAN 2008 Running a successful business and managing the growth of personal wealth is not easy. This paper looks at some of the challenges faced by new business owners when they purchased an older life insurance practice from their parents. They decided to completely ... Read more Insurance JIM BULLING | TUESDAY, 1 JAN 2008 During bear market periods, anyone in the business of giving financial advice is in a position of greater risk from clients who end up with disappointing outcomes. Often this is a case of individuals not accepting responsibility for their own wealth ... Read more Superannuation WAYNE WALKER | TUESDAY, 1 JAN 2008 There are many market myths in the superannuation industry. This paper shows that fund choice is alive and well and constitutes a multi-billion dollar competitive battlefield. This competition augurs well for the retirement of individual Australians. ... Read more MICHAEL HALLINAN | TUESDAY, 1 JAN 2008 Can superannuation investments be attacked when a person becomes bankrupt? The critical points of attack in relation to superannuation are potentially contributions, a superannuation account balance, pensions and fund control. Financial planners typically ... Read more  JEFFREY SCOTT | TUESDAY, 1 JAN 2008 Trauma insurance commenced on 6 October 1983, when Dr Marius Barnard helped launch the first policy in South Africa. The policy was designed to help clients pay for medical expenses associated with heart surgery (Marius and his brother Christian performed ... Read more JON DE FRIES | TUESDAY, 1 JAN 2008 When analysing the proposition of holding insurance in super it's tempting to focus on tax - the tax treatment of premiums and the taxation of claims paid in the form of super benefits. While we can't ignore the significance of tax aspects of ... Read more Investment DAVID SKILTON | TUESDAY, 1 JAN 2008 The increase in popularity of contracts for difference (CFDs) has been one of the hottest topics in personal finance over the past few years. From a standing start just six years ago, CFDs have grown to be the most popular retail derivative product ... Read more TRACY BYRNE | TUESDAY, 1 JAN 2008 Managed accounts are not new - they are an evolution in money management in Australia - retail unit trusts, master trust, wrap and now managed accounts. They have been used in the US for many years and were adopted early on by brokers who had a discretionary ... Read more Taxation & Estate Planning TIM PEPPER | TUESDAY, 1 JAN 2008 In the final days of the Howard Government new laws were passed which allow super funds to borrow using a specific type of structure. These new laws have been quite broadly drafted but there are traps for the unwary. In April 2008 the ATO released several ... Read more |
Latest News
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
