Applied Financial Planning TIM UNGER , MICHAEL BLAYNEY | MONDAY, 1 JAN 2007 Most outcomes in life are impacted by skill (or a lack of it) as well as noise (random chance or luck). What do we mean by this in practice? We mean that a portion of any outcome is likely to relate to the process that was put in place to produce it ... Read more LLOYD SIMPSON | MONDAY, 1 JAN 2007 So you own a business specialising in financial advice and services. You're busy. Your staff members are busy. The industry is in great shape. Every day, there's always lots to do with clients to see, strategies to write, people to manage, compliance ... Read more Investment CHARLES JACKLIN | MONDAY, 1 JAN 2007 Conventional wisdom suggests that attempting to add value through the active management of currencies is doomed to failure due to the efficiency of the currency market. However, this assumption is not entirely correct because the currency market is ... Read more RICK DI MASCIO | MONDAY, 1 JAN 2007 The 20th century British economist John Maynard Keynes has said "Markets can be wrong for longer than you can be solvent." This sentiment resonates very well with investors who have faced the highs and lows of stock markets across the world. ... Read more Compliance JOHN BASSILIOS , HARRY NEW | MONDAY, 1 JAN 2007 A new regulation has been recently introduced in relation to AFSL holders' compensation requirements under section 912B of the Corporations Act while ASIC has released a consultation paper on how it intends to administer the compensation requirements ... Read more Superannuation MICHAEL ROGERS | MONDAY, 1 JAN 2007 Group Insurance has always been a tremendous platform for making insurance more accessible to more people, but increased competition and strong economic conditions have meant Group Insurers have had to re-asses their mantra and it is becoming commonplace ... Read more Taxation & Estate Planning DON HAMSON | MONDAY, 1 JAN 2007 Most performance surveys for Australian sector funds are presented in gross terms, before fees and particularly before tax. But both fees and taxes are important for most investors in Australia. In this paper we estimate the impact of taxes for various ... Read more ROB LAVERY | MONDAY, 1 JAN 2007 Before 1 July 2007, employment termination payments and payments from superannuation funds were both 'eligible termination payments' which received similar tax concessions to encourage individuals to save for their retirement. Due to the significant ... Read more |
Latest News
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
4600 relevant providers yet to meet qualification standards: ASIC
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline.
Further Reading
Cover Story

Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.