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


Pressure mounts on regional advice JAMIE WILLIAMSON \| 10:31AM The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues.	Deductible super contributions front of mind: BTFG HARRISON WORLEY After reforms paved the way for more Australians to top up their superannuation, financial adviser queries around deductible personal super contributions have increased.

AMP dumps Horizons program JAMIE WILLIAMSON AMP has scrapped its Horizons program, replacing it with a new, FASEA-compliant education and training course for financial advisers.	HUB24 introduces low-cost product KARREN VERGARA HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products.

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Cover Story

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Voice for the industry

DEBORAH KENT
DIRECTOR
INTEGRA FINANCIAL SERVICES

If there's one thing that can be said for Australia's advice industry, it's that change is the only constant. And nobody knows this better than Integra Financial Services director Deborah Kent. Jamie Williamson writes.

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Expert Feed

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Michael Pillemer

Chief Executive Officer

FS Advice

The critical role of true advice when choosing risk insurance

With clinical precision to expose alarming evidence of misplaced trust, the Hayne Royal Commission into Banking and Financial Misconduct has revealed some ...

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Jim Stackpool

Managing Director

FS Advice

The future of AMP

What is the future of AMP? I reckon they've only got one option. But first, a reminder of those days prior to the 2000 Sydney Olympics. I first heard ...

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Paul Tynan

Chief Executive Officer

FS Advice

Dover's demise: Consumers and advisers abandoned

As the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL ...

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John Hewison

Managing Director

FS Advice

Thoughts on the new education standards

The Financial Adviser Standards and Ethics Authority (FASEA) released its Proposed Guidance on Education Pathways for Existing Advisers based on new minimum ...

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Infographic: ETFs in Australia

Industry Events

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JUL

Advisers Big Day Out - Bendigo

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JUL

Advisers Big Day Out - Geelong

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AUG

Advisers Big Day Out - Newcastle

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AUG

Advisers Big Day Out - Central Coast

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AUG

Advisers Big Day Out - Canberra

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