Volume 1 Number 1

Volume 1 Issue 1

Applied Financial Planning

Applied financial planning approaches to TAPs

SCOT ANDREWS | Comments | SUNDAY, 1 JAN 2006

A term allocated pension has its own set of complexities. An understanding of how a TAP works, the implications on social security and RBLs and the strategies that can be applied may mean the TAP could ... A ... Read more

Solving the SoA dilemma

SALLY MANION | Comments | SUNDAY, 1 JAN 2006

Without precedents to follow, the implementation of FSR has been driven by legal interpretations of the legislation.There is a need for a more practical approach to the production of Statements of Advice ... Without ... Read more

The forgotten structure - insurance and friendly society bonds

SAMMY RUBIN | Comments | SUNDAY, 1 JAN 2006

This paper focuses on how bond investments can assist financial planners meet all their clients' objectives by incorporating bonds into their client's financial planning strategies. Bonds offer ... This ... Read more

Retirement

Summary of the guide to Department of Veterans' Affairs payments

NATHALIE BOUQUET | Comments | SUNDAY, 1 JAN 2006

There are numerous income support payments and allowances payable by the Department of Veterans' Affairs (DVA), each with their own set of qualification rules and thresholds.The article provides ... Read more

Rearranging allocated pensions - key pointers and developments

DAVID SHIRLOW | Comments | SUNDAY, 1 JAN 2006

With the introduction of term allocated pensions (TAPs), introduced in September 2004, the strategy of converting existing retirees' allocated pension arrangements into a combination of TAPs and ... Read more

Planning for retirement income streams

KEAT CHEW | Comments | SUNDAY, 1 JAN 2006

The recent Federal Budget 2005 has given the superannuation and retirement income industry a significant boost with proposed tax cuts, abolition of the superannuation surcharge and superannuation split ... The ... Read more

Superannuation

Examining the business of Self Managed Superannuation Funds (SMSFs)

KATE ANDERSON | Comments | SUNDAY, 1 JAN 2006

Examining the business of self managed superannuation funds (SMSFs) investing in Property from which the members can run their business. Over the last couple of years, one of the issues giving rise to ... Examining ... Read more

Superannuation contribution and access (cashing) rules

JOHN CIACCIARELLI | Comments | SUNDAY, 1 JAN 2006

This paper explores the planning issues and resulting opportunities from the superannuation rule changes effective 1 July 2004, including the following: No work test for under age 65 contributors All ... This ... Read more

Would your client benefit from a defined benefit pension?

KEVIN SMITH | Comments | SUNDAY, 1 JAN 2006

This article looks at the window of opportunity for self managed superannuation funds (SMSFs) to commence the payment of a defined benefit pension on or before 30 June 2005. Superannuation law was amended ... This ... Read more

Super estate planning

SAM WALL | Comments | SUNDAY, 1 JAN 2006

Understanding the various provisions for life insurance and death benefits under the tax act can minimise a Self Managed Super-annuation Fund's (SMSF) taxable income, maximise payments and ensure ... Understanding ... Read more

Taxation & Estate Planning

Tax advice and financial planners

RAY NEALE , LEIGH SMITH | Comments | SUNDAY, 1 JAN 2006

In July 2004 the Australian Taxation Office (ATO) issued draft determination TD2004/ D22.This draft determination presented a view that tax advice given in a non-representational capacity,which was incidental ... In ... Read more

Latest News


Count Financial adds member firm ANNABELLE DICKSON \| 11:42AM Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence.	Lifespan adds MDAs to BT Panorama KANIKA SOOD Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama.

CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

Videos

Brought to you by

Regulatory Update and ETF Popularity Analysis

MORE VIDEOS ►

Get it Weekly

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

Cover Story

MORE STORIES ►

In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Simon Carrodus Solicitor Director The Fold Legal	Dawn Thomas Senior Financial Adviser Wealthwise	Scott Bunny Managing Director & Senior Consultant B & K Consulting	Paul Barrett Co-Founder Absolute Wealth Advisors
Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

OCT

Best Practice Series: Retirement Income Forum

►

SEP

22-24

DIVE IN FESTIVAL 2020

►

SEP

Get to know WOB

►

SEP

WOMEN IN SUPER: FROM MANAGER TO LEADER

►

SEP

ACSA Member Webinar - "Careers in the new normal"

►

Your Opinion

MORE POLLS ►

Would you advise your clients to buy AMP shares at the moment?

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.

ACCESS MORE CONTENT

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

The Journal of Superannuation Management.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► 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