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

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 ... 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


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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