Volume 1 Number 3

Volume 1 Issue 3

Applied Financial Planning

Take action now to achieve your succession goals

STEVEN DAVISON | Comments | SUNDAY, 1 JAN 2006

Many financial advisers associate succession with selling their business and exiting the industry, rather than with building a business that will live beyond its current owners. This lack of planning ... Many ... Read more

Selling the practice

DOUGLAS WEBBER | Comments | SUNDAY, 1 JAN 2006

It's often said that plumbers have the leakiest taps in the street and cobbler's children have no shoes. Likewise, from my experience, many financial planners have shortcomings in a major issue ... It's ... Read more

How government benefits can assist when growing a family

SAMMY RUBIN | Comments | SUNDAY, 1 JAN 2006

Australia's generation X and Y are now getting married and having children later compared to their parents' generation. From 1975 to 1980 the average age for mothers having their first child ... Read more

Investment

Investing today versus the 80s and 90s

HAROLD SHAPIRO | Comments | SUNDAY, 1 JAN 2006

Australians have always been savvy investors, scrutinising investment options and tailgating the trends. Yesteryear it was large pooled super funds, which then moved to self-managed super funds with ... Read more

Investing in direct property for better investment performance

RICHARD STACKER | Comments | SUNDAY, 1 JAN 2006

Direct property investments are unlisted managed funds investing in properties built for business, such as office, retail, industrial and other specialist sectors like hotels and hospitals. A growing ... Direct ... Read more

Insurance bonds re-invented - a tax paid master fund

ROSS HIGGINS | Comments | SUNDAY, 1 JAN 2006

Financial advisers have a new way to improve after-tax investment performance for higher taxed clients. By using imputation bonds, they can combine the long-established taxation benefits of an insurance ... Financial ... Read more

Superannuation

Self-managed superannuation funds investing in property

GRAEME COLLEY | Comments | SUNDAY, 1 JAN 2006

As a segment of the superannuation industry, self-managed superannuation funds (SMSFs) display a wide range of characteristics. Some have investment portfolios with highly diversified arrangements traded ... As ... Read more

Major super announcements from the Treasurer

DAVID SHIRLOW | Comments | SUNDAY, 1 JAN 2006

Essentially, the plan remains as previously announced, but the new details do indicate a change of position on some proposals as well as a welcome clarification of other proposals (albeit in some cases ... Essentially ... Read more

The challenges facing SMSF investors

GILES CRAIG | Comments | SUNDAY, 1 JAN 2006

The word "challenge" has several connotations. For many investors, the challenge of running a self-managed super fund (SMSF) is one to be relished. The challenge is to beat the professionals ... The ... Read more

Increased death benefits The potential for anti-detriment payments

MARTIN BRECKON | Comments | SUNDAY, 1 JAN 2006

What are "anti-detriment benefits"? On the death of a superannuation fund member, certain death benefit recipients may be eligible to receive a top-up amount on their share of the benefit amount ... What ... Read more

Taxation & Estate Planning

ESOPs as business, financial and estate planning vechicles

JOHN DAY | Comments | SUNDAY, 1 JAN 2006

Employee share ownership plans (ESOPs) provide participating employees with an ownership stake in their company and an opportunity to reap the rewards emanating from that ownership. ESOPs also provide ... Employee ... Read more

Federal Budget has little impact on high effective marginal tax rate

BENEDICT DAVIES | Comments | SUNDAY, 1 JAN 2006

The Treasurer's 11th Budget was headlined by the announcement that the top two rates of tax are to be cut by 2 cents in the dollar and the tax brackets are to be uplifted. However, there were only ... The ... Read more

Latest News


Former adviser cops 12 years in jail HARRISON WORLEY A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.	Dealer group shuts after advisers depart KANIKA SOOD A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.

ASIC nudges robo-adviser to shutter ELIZABETH MCARTHUR A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.	CountPlus firm acquires advice boutique HARRISON WORLEY A member of the CountPlus network has acquired a boutique financial planning practice.

Videos

Brought to you by

The Evolution of Portfolio Construction

Late cycle fixed income investing

Allianz Retire+: Coaching to contentment

RARE Infrastructure: Invest in infrastructure for a reliable income

Allianz Retire+: Conquering client fears

AIA: Meeting change with unity

Managed Accounts Forum | 2019 Highlights

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES ►

Listen to the new wave

GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP

From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Katie Johnston Senior Associate The Fold Legal	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
BOLRS aren't a sure thing	Who should REALLY see a financial planner?	Access, affordability are collateral damage	Government should increase access to advice, not reduce it
The challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...	Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...	Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

OCT

Best Practice Series: Retirement Income Forum

►

NOV

27-29

FPA Congress early bird rate ends 31 Aug

►

►

Challenger Financial Standard Technical Services Forum

►

NOV

Rainmaker SelectingSuper Awards 2019

►

Your Opinion

MORE POLLS ►

Do you think advice will become less accessible to ordinary Australians in the future?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing