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
DBFO reforms package 'pretty disappointing': FAAA
|The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change."
My Dealer Services partners to enhance adviser education
|The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network.
Tranche 2 of DBFO dumps SOAs, enables 'nudges'
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of the reforms are still being ironed out by Treasury.
Tranche 2 is coming before the election: Jones
Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 of the DBFO reforms will be released ahead of the election.
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
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
