FS Advice - Volume 4 Number 3

Volume 4 Issue 3

Insurance

MARK PATTERSON | Comments | THURSDAY, 14 JAN 2010

Once upon a time, insurance lived in the realm of specialist risk advisers only. Today, through innovation, new technologies and necessity, insurance ... Read more

Applied Financial Planning

Balancing act

MARK STORY | Comments | THURSDAY, 14 JAN 2010

Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Not knowing what ... Read more

Shedding Light

MARK STORY | Comments | THURSDAY, 14 JAN 2010

Confronting entrenched prejudices towards 'all things financial' can be the first step towards adding value as a fee-based financial planner. We ... Read more

Lies, Damned Lies and Housing Statistics

STEVE KEEN | Comments | THURSDAY, 14 JAN 2010

The RBA believes the Australian housing market wouldn't experience catastrophic effects like those of other OECD countries, especially the US. ... Read more

Why Does Capital Protection Have to Be So Hard?

TONY RUMBLE | Comments | THURSDAY, 14 JAN 2010

The relevance of financial planners is under increasing scrutiny from investors and regulators. APRA's June 2009 paper Investment performance ... Read more

Grounded in simplicity

MARK STORY | Comments | THURSDAY, 14 JAN 2010

'Trouble-free' retirement solutions invariably belie the dark art of balancing tax-effectiveness with asset preservation, assurance of ... Read more

Taxation & Estate Planning

R&D Tax Credits - A Fresh Start

TRACEY MURRAY | Comments | THURSDAY, 14 JAN 2010

The Labour government's new R&D tax credit program seeks to motivate Australian companies with additional incentives to put more resources into ... Read more

Motivating Retirement Planning

LESTER WILLS | Comments | THURSDAY, 14 JAN 2010

For many Australians, retirement planning is a distant thought. According to Dr Lester Wills, many studies have already shown that a majority of us are ... Read more

Investment Bonds - Useful in Clients' Retirement Savings and Estate Planning Strategies

TONY DI GIROLAMO | Comments | THURSDAY, 14 JAN 2010

Continuous changes made to the superannuation system, limitations on annual super contributions and a backlash against complex and investment structures ... Read more

Project Managing the Contingency Planning Needs of SME Clients

RUSSELL HANNAH | Comments | THURSDAY, 14 JAN 2010

Russel Hannah believes that the most valuable asset of businesses are its people, and without key individuals, most small to medium-size businesses ... Read more

Superannuation

Benefits Outside the Square II: Transitioning to Retirement - the Next Phase

DAVID ANDERSON | Comments | THURSDAY, 14 JAN 2010

In the last issue, David Anderson presented the first part of his paper on the Mercer research on employee retention strategies. In this second part, he ... Read more

Investment

Inflation - Say Hello to a Little Friend

DANIEL LIPTAK | Comments | THURSDAY, 14 JAN 2010

Daniel Liptak says that high inflation is usually associated with an economic environment that is high in fiscal deficits and reeling from severe ... Read more

High Net Worth Individuals and Sustainable Investment Part II - Sustainable Investment Products

MATT CHRISTENSEN | Comments | THURSDAY, 14 JAN 2010

In the previous issue, Part I of Matt Christensen's paper, he defined Sustainable Investment as an investment philosophy that combines ... Read more

Latest News


Multi-disciplinary industry trend continues: CBA JAMIE WILLIAMSON About half of all accounting firms are considering a move into financial planning.	Age pension application difficult: Report HARRISON WORLEY Difficulties in applying for the Age Pension headline a Retirement Essentials report about the challenges confronting older Australians dealing with Centrelink.

BT Financial Advice cuts grandfathered commissions JAMIE WILLIAMSON BT Financial Advice is scrapping grandfathered commissions, effective October 2018.	ANZ creates mental health portal ALEX BURKE ANZ is partnering to roll out a mental health and wellness portal to assist advisers with their own mental health as well as that of their clients.

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Cover Story

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A novel idea

PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES

Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services co-founder Peita Diamantidis takes a very different approach when providing financial advice. Jamie Williamson writes.

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Expert Feed

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Steve Peters

Compliance Manager

FS Advice

Is the closing of Dover Financial Advisers checkmate to ASIC?

Dover Financial Advisers have long been known as a dealer of last resort for many an adviser who had left their previous AFSL under a cloud. To take on ...

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Daniel Waller

Head of Wealth and Life Intermediaries, Asteron Life

FS Advice

Sponsored: The real value of life insurance

Take a look at the photos on any life insurer's brochures and website and you'll see the happy, smiling faces of families enjoying life. While it's easy ...

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Sean Graham

Director

FS Advice

Giving hostages to fortune: Licensees, advisers and the ties that bind them

The end of vertically integrated businesses "The reports of my death are greatly exaggerated" - Mark Twain. Those of us who recently sat, transfixed ...

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Phil Zongo

Head of Cybersecurity

FS Advice

Financial advice and the rising threat of cybercrime

Cybercrime has certainly emerged as an unavoidable priority for businesses across all sectors. The growing list of high-impact cyber-attacks continue to ...

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Industry Events

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JUL

Advisers Big Day Out - Sunshine Coast

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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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