FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Frydenberg flags new advice disciplinary system HARRISON WORLEY A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today.	AMP advice lead rejects AMPFPA claims JAMIE WILLIAMSON The head of AMP's advice business has rebuffed claims the group failed to meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy.

Netwealth FUA, adviser numbers rise KARREN VERGARA A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion.	ASIC bans adviser again HARRISON WORLEY A financial adviser previously banned by ASIC has found himself in hot water again.

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Warranties and indemnities in the sale of financial advice portfolios

The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

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Barry Daniels

Director

FS Advice

The other casualties of advice industry reform

Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

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Ben Moffatt

Financial Planner

FS Advice

An auditor's view of conflicted advice

"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

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Tony Stephens

Author

FS Advice

The care factor

A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

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SEP

25-26

ORM 2019: Investment Operations Rick Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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