Investment DANIEL LIPTAK | 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 the value of money. In this paper, he explores cheap ... Read more MATT CHRISTENSEN | 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 Environmental, Social, and Governance issues. He ... Read more Superannuation DAVID ANDERSON | 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 and looks at how prepared Baby Boomers are ... Read more Taxation & Estate Planning RUSSELL HANNAH | 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. This is one important reason why these companies must ... Read more LESTER WILLS | 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, he outlines the attitude most people have about ... Read more TRACEY MURRAY | 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 to commit $1.4 billion on the R&D tax credit ... Read more TONY DI GIROLAMO | 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 why Tony Di Girolamo believes there is a demand ... Read more Applied Financial Planning TONY RUMBLE | 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 traditional managed funds and pose important questions ... Read more STEVE KEEN | 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 overvalued and mortgage repayments are back to ... Read more MARK STORY | 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. Read more MARK STORY | 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. Having endured the ups and downs associated with running their own ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Read more Insurance MARK PATTERSON | 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 and explain, making it more accessible to advisers ... Read more |
Latest News
Rate rise exposes adviser knowledge gap
As interest rates rise and inflation grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment.
How AMP plans to bounce back
AMP's chair has explained how the group intends to improve its financial performance, while Alexis George outlined how the 173-year-old company will be transformed, with a strong focus on the retirement space.
Record number of adviser graduates: Kaplan
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021.
Clime acquires private wealth firm
Clime Investment Management has acquired a Melbourne wealth management business for $7 million.
Cover Story
A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
Expert Feed
Helping Australians overcome the pervasive fear impacting their quality of life
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
Are you getting the licence you're paying for?
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
An open letter to Anthony Albanese and Scott Morrison
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Are you ready for what's coming?
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...
