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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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. ... 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 ... ... 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 ... ... Read more

Latest News


ASIC prepares advisers for DDO KARREN VERGARA \| 12:32PM ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.	William Buck merges with sixth firm KARREN VERGARA A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped KARREN VERGARA In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.	Advisers embrace technology, lack budget KARREN VERGARA Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

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No shame in dreaming

VICTORIA DEVINE
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ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Jason Andriessen Consulting Partner Admin Special Accounts	Warwick Gribble National Manager - Advice Relationships Aware Super	Emma Johnsen Senior Associate Marque Lawyers	John Dyall Head of Investment Research Rainmaker Information
Lean on me: Rethinking the value of advice	We're in the money: Empowering the next generation through advice	Finfluencers, financial influencers: ASIC is watching your stories	Portfolios hide volcanoes of volatility
A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.	Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...	Aspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...	Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...
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Volume 1 Issue 2

Latest News

Videos

More from FS Advice

Cover Story

Expert Feed

Lean on me: Rethinking the value of advice

We're in the money: Empowering the next generation through advice

Finfluencers, financial influencers: ASIC is watching your stories

Portfolios hide volcanoes of volatility

Industry Events

Your Opinion

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?