Volume 5, Issue 1

Applied Financial Planning
JULIA FEHER  |  SUNDAY, 10 MAY 2009
Julia Feher won the 2009 IFSA Deloitte Future Leaders award for this paper, which looks at the different ways that the financial advice industry can ensure quality advice for clients whether the markets are up or down. Feher explores how the market ... Read more
JOHN BASSILIOS  |  SUNDAY, 10 MAY 2009
With Australia showing a resilient economy through the global financial crises and looking like having a booming financial services industry, it's no surprise that overseas companies want a share of the Australian market. John Bassilios explores ... Read more
Suzanne Duncan
SUZANNE DUNCAN , SHANKER RAMAMURTHY  |  SUNDAY, 10 MAY 2009
In this report, Suzanne L. Duncan and Shanker Ramamurthy from the IBM Institute for Business Value endeavour to find answers for the question: How will the financial markets industry make money in the future? The global financial crisis has exposed ... Read more
DEAN RUSHTON  |  SUNDAY, 10 MAY 2009
Dean Rushton writes about the findings of the independent consumer research into the behaviours and motivations of homebuyers in the market. The study was commissioned by Loan Market last year and included focus groups made up of first home buyers ... Read more
ALAN SHIELDS  |  SUNDAY, 10 MAY 2009
In this report, Alan Shields discusses the study done by research firm Retail Finance Intelligent into the changes in saving behaviour among consumers since mid-2008, using economic data and the results of The Australian Savings and Deposits Council ... Read more
Insurance
PHILIP FOURIE  |  SUNDAY, 10 MAY 2009
In an attempt to better understand the Australian life insurance sector, Fintechnix identified 28 thought leaders in the sector and asked them to share their views on the issues affecting their industry. The responses to the questions asked provide ... Read more
Superannuation
MARK MCCRINDLE  |  SUNDAY, 10 MAY 2009
Generational studies are always popular among financial services specialists. Having been around for a while, information on baby boomers are plentiful. However, research into the younger generations is increasing, and in this qualitative research project ... Read more
Taxation & Estate Planning
Kerstin Glomb
KERSTIN GLOMB  |  SUNDAY, 10 MAY 2009
Kerstin Glomb is a solicitor at Argyle Lawyers specialising in the areas of estate planning and estate administration and she looks into the changes to intestacy law in New South Wales effective in March 2010. Intestacy law applies when a person dies ... Read more