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 |
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Alternatives spark 'real' opportunities for HNW advisers
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend.
Advice bodies want efficiency, long-term solutions from Mulino
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
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.
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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.
