Investment STEWART BRENTNALL | MONDAY, 1 JAN 2007 After more than three years of exceptional returns from Australian equities, financial advisers and the research houses and fund managers that serve them are asking - 'is it time to switch more capital back to international equities?' Anecdotal ... Read more ROBERT JAEGER | MONDAY, 1 JAN 2007 Everybody's talking about hedge funds, but a lot of what they're saying doesn't make much sense. Some of the nonsense emanates from within the hedge fund community, where marketing people sometimes make exaggerated claims about the strategies ... Read more RICK DI MASCIO | MONDAY, 1 JAN 2007 The days of investors and planners relying on fund managers' track records to judge their performance are over. Inalytics introduces a new approach to measuring their investment skills. Skill is at the heart of all active investment processes, yet ... Read more Applied Financial Planning LIVINIA MOORE | MONDAY, 1 JAN 2007 Your business depends on the trusting relationship you and your staff have with your clients. So when do you know your staff are ready to take a hands-on role with your clients and honour that trust? How do you make sure new staff can take a 'prospect' ... Read more SYLVIA VORHAUSER-SMITH | MONDAY, 1 JAN 2007 As a practice manager imagine all your conversations with your planners were positive. No criticism, no negativity, no weaknesses. What if you only focused on what was right, not what was wrong? What would our personal and professional development plans ... Read more RICK DI CRISTOFORO | MONDAY, 1 JAN 2007 Traditionally, financial planning has ignored the client's most basic asset - the family home and associated mortgage. The family home and mortgage debt are the 'elephants in the corner' of the financial plan - a looming, powerful presence ... Read more Superannuation  GRAEME COLLEY | MONDAY, 1 JAN 2007 Until 11 May 2004 it was possible for all types of superannuation funds to provide defined benefit pensions to members. At the time the definition of a defined benefit pension was any pension except for one determined by reference to life insurance ... Read more KATE ANDERSON | MONDAY, 1 JAN 2007 The choice to set up one's own selfmanaged superannuation fund (SMSF) is becoming an increasingly popular one for many Australians in the lead up to the Federal government's reforms to simplify and streamline superannuation from 1 July 2007. ... Read more MICHAEL FIELDING | MONDAY, 1 JAN 2007 Clearing houses are not just for corporate super funds, they are also very important for advisers who need super funds to be more efficient. Clearing exchanges would be something you would expect to be as far from the advisers "concern" as ... Read more GILES CRAIG | MONDAY, 1 JAN 2007 One often thinks of challenges and opportunities as opposites, but according to the latest research from AMP Capital Investors and Investment Trends, the growing self-managed super funds (SMSFs) market appear to be offering up both to accountants. Over ... Read more Retirement KATE MCKINNA | MONDAY, 1 JAN 2007 The substitution of employment income, which has been salary sacrificed into super, with pension income, is a strategy that has received significant attention following the introduction of the transition to retirement rules. In this article, we explore ... Read more BENEDICT DAVIES | MONDAY, 1 JAN 2007 Changes announced in last year's Budget have removed some of the complications of pension planning. The Assets Test taper will be halved, increasing the number of people who are eligible for a part-pension, while the partial assets test exemption ... Read more |
Latest News
Advisers should rethink portfolio construction: La Trobe
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit.
Advice complaints see biggest increase in FY26: AFCA
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows.
Acclime acquires Melbourne's Polar 993
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne.
Platforms are not solution providers: AZ NGA
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
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 ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
