DOMINIC MCCORMICK | 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 investments and, importantly, how to incorporate ... Read more
ANDREW LEELARTHAEPIN | 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 contract, with reference to the underlying security ... Read more
DEON JOUBERT | 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 sadness and re gret that we inform you of the passing ... Read more
Applied Financial Planning
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 and most importantly educators. The emergence ... Read more
KIM PAYNE | 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 the world. One of the main themes that emerged during ... Read more
SCOT ANDREWS | 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 (Section 945A and 945B of the Corporations Act ... Read more
NICK BRINKWORTH | 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 with the reality being very different to the ... Read more
PAM MCALISTER | 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 Financial Services License (AFSL). This objective ... Read more
BENEDICT DAVIES | 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 level care (hostels) and extra service places in ... Read more
DAVID SHIRLOW | 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 that around 60 per cent of SMSFs have individual trusteeship ... Read more
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
It's a scary reality that cyber breaches are becoming more and more common.