Volume 1 Number 2

Volume 1 Issue 2

Investment

DOMINIC MCCORMICK | Comments | MONDAY, 1 JAN 2007

This paper addresses some of the key issues and benefits of altern at give investments from SELECT's perspective. We hope that it will assist advisers and investors in better understanding alternative ... This ... Read more

Contracts for difference (CFDs) - an introduction

ANDREW LEELARTHAEPIN | Comments | MONDAY, 1 JAN 2007

What is a CFD? A contract for difference, also commonly known as a CFD, is defined as an agreement between two parties to exchange the difference between the opening value and the closing value of a ... Read more

Saving Mr Credit

DEON JOUBERT | Comments | MONDAY, 1 JAN 2007

I was standing in a corner store queue in South Africa during a recent trip to see my family. While I was waiting my turn to pay, a sign hanging above the checkout caught my eye: "It is with great ... I ... Read more

Applied Financial Planning

The financial planning education scene in Australian universities

JANET COWEN , SHARON TAYLOR , WILLIAM BLAIR | Comments | MONDAY, 1 JAN 2007

Financial planning in its broadest terms is now in the spotlight as it draws interest from a wide range of groups, including consumers, regulators, government, the financial services industry, accountants ... Financial ... Read more

The $3 million advice business phenomenon

KIM PAYNE | Comments | MONDAY, 1 JAN 2007

In 2004 MLC organised a study tour in the US for Australian financial advisers to experience the challenges and opportunities facing financial planning communities in the financial services capital of ... In ... Read more

SoAs, SoAAs and RoAs

SCOT ANDREWS | Comments | MONDAY, 1 JAN 2007

The law expects particular requirements to be met when an adviser is providing personal advice to clients.To summarise, when providing personal advice a financial adviser must follow five basic principles ... The ... Read more

Exploding the myths of succession

NICK BRINKWORTH | Comments | MONDAY, 1 JAN 2007

While most practices may not have a written succession plan, many principals would have an idea about how they plan to sell their business. These theories or myths often end up in a disappointing outcome ... While ... Read more

Retirement

New retirement strategies

BRONWYN SPEED | Comments | MONDAY, 1 JAN 2007

Over the past two decades a handful of issues have emerged in Australia which affect the retirement system: An ageing Australia. Inadequate super savings. Steady rises in living expenses for retirees. Over ... Read more

Keeping the family home to pay for aged care

BENEDICT DAVIES | Comments | MONDAY, 1 JAN 2007

There were significant changes to aged care planning that came into effect last year. We look at the opportunities they create. Accommodation bond balances for accommodation bonds paid on entry to low ... There ... Read more

Superannuation

SMSF trusteeship - corporate or individual?

DAVID SHIRLOW | Comments | MONDAY, 1 JAN 2007

For clients contemplating establishing a self-managed superannuation fund (SMSF) one of the key considerations will be whether the trustee should be a company or two or more individuals. We estimate ... Read more

Compliance

Continuing professional development for financial product advisers

PAM MCALISTER | Comments | MONDAY, 1 JAN 2007

One of the policy objectives of the financial services licensing regime is to ensure the competency of the licensee and its representatives to provide the financial services authorised under an Australian ... One ... Read more

Latest News


Freedom Insurance appoints liquidators KANIKA SOOD The troubled insurer has voluntarily appointed liquidators, who have received resignations from Pauline Vamos and two other directors.	More courses get FASEA approval ELIZABETH MCARTHUR FASEA has approved applications for the recognition of coursework from the Australian Financial Advisers (AFA) and Stockbrokers and Financial Advisers Association (SAFAA) as part of its education standards for financial advisers.

Former AMP, Synchron adviser charged HARRISON WORLEY A former AMP and Synchron financial adviser has been brought before the courts for allegedly using the retirement savings of clients to fund his own lifestyle.	Xplore Wealth outlines 2020 plans ALLY SELBY ASX-listed platform Xplore Wealth has announced a slew of new products and offers, set to launch in 2020.

Videos

Brought to you by

Kerstin Glomb | Estate planning issues: case studies

Dalton Street Capital: Alternatives, underwhelming or underappreciated?

Cashwerkz: How fintech is streamlining cash investing

Australian Ethical: Clear and present danger

Stuart McMullen | Retirement living options

Independent Franchise Partners: Finding the intangible to shape success

Alex Denham | Contribution Landscape for 2019 and Beyond

MORE VIDEOS ►

Get it Weekly

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

Cover Story

MORE STORIES ►

Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Dawn Thomas Executive Relationship Manager Wealthwise	Tyson Jonas Financial Planner Jonas Wealth Management	Harry Goldberg Financial Adviser Purpose Advisory	Hari Maragos Principal Financial Planner Victoria Wealth Management
Playing with different rules	12% super might not be so super	Advice can only be holistic with life coaching	The grownup perspective on the fires
There are statements that most reasonable people will agree on in regards to female centric issues. More women should become financial advisers, more ...	Superannuation. Trusty old, never changing, reliable superannuation. I don't think those words have ever been spoken in a non-facetious way and I ...	There is no doubt about it: The financial advice industry is changing. We have advisers leaving the industry, more stringent compliance requirements ...	As of the 10 January 2020, the intense bushfire season in Australia has claimed 28 souls. It has also burned an estimated 26 million acres, destroyed ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

MAR

Advisers Big Day Out - Perth

►

MAR

Advisers Big Day Out - Adelaide

►

MAR

Advisers Big Day Out - Melbourne

►

MAR

Advisers Big Day Out - Brisbane

►

MAR

Advisers Big Day Out - Sydney

►

Your Opinion

MORE POLLS ►

Do you think a Compensation Scheme of Last Resort should separate product failures from advice failures?

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.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► 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