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

SAM 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


Futuro ends AMP alignment JAMIE WILLIAMSON Futuro Financial Services has ended its partnership with AMP after seven years, becoming 100% privately-owned again.	Escala bought by growing US firm JAMIE WILLIAMSON Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint.

IOOF braces for new super package, grandfathered commissions changes KARREN VERGARA IOOF's bottom line will take a hit from the newly legislated Protecting Your Super package and the proposed removal of grandfathered commissions.	ClearView launches client-engagement guide KANIKA SOOD ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic.

Videos

Brought to you by

Darren Beesley | Tackling retirement income risks

AMP: What clients ask about super

Pathway to better

Rudi Minbatiwala | Innovation in retirement income

Airlie: Combining value and experience

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Cover Story

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Reality check

PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED

Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Deal breakers & deal changers in the financial planning M&A space

The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) ...

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Kate Fellows

Paraplanner

FS Advice

Why the paraplanning profession is here to stay

There is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum ...

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Jacqui Lennon

Head of Product and Customer Experience

FS Advice

Retiring with dignity requires superior income solutions

With the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater transparency ...

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Shelley Banton

Executive General Manager, Technical Services

FS Advice

Potential problems with pension payments

There's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...

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Industry Events

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