FS Advice - 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 ... 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 ... Read more

The forgotten structure - insurance and friendly society bonds

SAM 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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

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Darren Beesley | Tackling retirement income risks

Pathway to better

AMP: What clients ask about super

Airlie: Combining value and experience

Rudi Minbatiwala | Innovation in retirement income

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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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