FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Super tax strategies a hot topic ELIZABETH MCARTHUR AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month.	One third of Australians trust robo-advice ELIZABETH MCARTHUR New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser.

Former NAB adviser charged JAMIE WILLIAMSON A former NAB financial adviser has been charged with two offences following an investigation by ASIC.	ASIC bans Gold Coast adviser ELIZABETH MCARTHUR ASIC has banned a Gold Coast financial adviser from providing financial services for six years.

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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John Dyall

Head of Investment Research

FS Advice

On beta-adjusted alpha: understanding active managers

There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...

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