Investment CHRISTOPHER BURTON , ANDREW KARSH | SATURDAY, 10 JAN 2009 According to Christopher Burton and Andrew Karsh commodities offer significant diversification opportunities which may reduce overall portfolio risk and improve returns. Commodities pay no interest and offer investors no share of any future profits ... Read more MATT CHRISTENSEN | SATURDAY, 10 JAN 2009 Matt Christensen is Executive Director of Eurosif which is the premier European think tank and industry association for sustainable investment. Eurosif defines Sustainable Investment as an investment philosophy that combines investors' financial objectives ... Read more DYLAN GREENWAY | SATURDAY, 10 JAN 2009 Dylan Greenway provides a brief introduction to agricultural schemes which have recently had such bad press. Greenway argues that agricultural schemes which typically last from 6 to 25 years have low or negative correlation to traditional investments. ... Read more Ethics & Governance DAVID ANDERSON | SATURDAY, 10 JAN 2009 Even in these difficult economic times employers are saying that it can be hard work finding quality employees. This important Mercer research presented to us by David Anderson in his paper compares what employers think employees believe is important ... Read more Communications & Marketing SAM AYLETT | SATURDAY, 10 JAN 2009 Sam Aylett tells us how to market smarter not harder and proactively not reactively. He details how the AXA Financial Advising Network has developed tools to help their advisers. AXA based advisers are able to develop a "Real Business Plan" ... Read more Applied Financial Planning DEBORAH WIXTED | SATURDAY, 10 JAN 2009 This paper considers some of the key issues financial planners should evaluate if they wish to go about incorporating advice on aged care needs into their financial planning business. Aged care is more than just hostels and nursing homes; it also includes ... Read more HUGH BANNISTER | SATURDAY, 10 JAN 2009 Hugh Bannister of Optimo Financial has spent most of his working life building computer software modelling tools for the energy and finance leasing industries. Through the years Bannister has also received personal financial advice that has not served ... Read more Superannuation  ALEX WERNBACHER | SATURDAY, 10 JAN 2009 Alex Denham is a well known technical analyst at Challenger. This paper describes what options small fund trustees have when the complying pension they have been paying is not able to get actuarial sign-off as being financially viable. She particularly ... Read more Insurance HELEN MENTIPLAY , PETER RIDDELL | SATURDAY, 10 JAN 2009 Helen Mentiplay and Peter Riddell are lawyers at TurksLegal. In this paper they explore the implications on income protection policies of a 2008 NSW Supreme Court case (Carolyn Philips (née Durrand) v Tower Australia Ltd). The case involved an ... Read more ROSS HIGGINS | SATURDAY, 10 JAN 2009 When Ross Higgins joined Austock, he was asked to develop a new type of Insurance Bond. As Ross points out the Insurance Bond market has been moribund for many years because, "the Life Industry failed to move insurance bonds with the times by introducing ... Read more |
Latest News
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Retirement confidence highest since 2020: SSGA
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
