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 |
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South Australian financial adviser slapped with seven-year ban
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.
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More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.
Treasury gives Tranche 2 reform package preview
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'
Netwealth celebrates $100bn amid 25th anniversary
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
