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 products have evolved and are simpler to understand ... Once ... 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 to do with a lump-sum payout from an unexpected ... Constantly ... 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 despise the share market, hate paying tax, loath ... Confronting ... 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. According to their numbers, house prices are no longer ... The ... 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 income - plus that all-important capital growth. 'Trouble-free' ... 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 ranking of superannuation firms questions the value of ... The ... 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 research and development activities. The decision ... The ... 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 not planning for retirement properly. In his paper ... For ... 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 (SMEs) are unlikely to reach their full potential. ... 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 due to the global financial crisis are a few reasons ... Continuous ... 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 explores the issues faced by having an aging population ... In ... 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 economic shocks combined with a loss in confidence in ... Daniel ... 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 investors' financial objectives with their concerns about ... In ... Read more

Latest News


Cbus head of advice launches firm KANIKA SOOD The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.	Why women struggle in financial advice ELIZABETH MCARTHUR New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry.

Bank of Mum and Dad forking out serious dosh ALLY SELBY More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend.	FPA supports tightening insurance claims ELIZABETH MCARTHUR The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services.

Videos

Brought to you by

Australian Ethical: Clear and present danger

Independent Franchise Partners: Finding the intangible to shape success

Alex Denham | Contribution Landscape for 2019 and Beyond

Kerstin Glomb | Estate planning issues: case studies

Stuart McMullen | Retirement living options

Dalton Street Capital: Alternatives, underwhelming or underappreciated?

Cashwerkz: How fintech is streamlining cash investing

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES ►

Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Angelique Aksenoff Senior Compliance Consultant Assured Support	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Dancing with ASIC	Can financial planning firms survive?	Buy it rather than build it	The impact of intense uncertainty
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

FEB

Chief Economists Forum

►

FEB

Chief Economists Forum

►

MAR

Advisers Big Day Out - Perth

►

MAR

Advisers Big Day Out - Adelaide

►

MAR

Advisers Big Day Out - Melbourne

►

Your Opinion

MORE POLLS ►

Will your business be hiring new advisers in 2020?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing