Volume 5 Number 1

Volume 5 Issue 1

Superannuation

MARK MCCRINDLE | Comments | 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 ... Generational ... Read more

Insurance

Insights into the Australian Life Insurance Sector

PHILIP FOURIE | Comments | 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. In ... Read more

Applied Financial Planning

Can Foreign Financial Services Providers Operate in Australia?

JOHN BASSILIOS | Comments | 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 ... With ... Read more

The Delivery of Quality Financial Advice in Both Good and Turbulent Markets

JULIA FEHER | Comments | 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 ... Julia ... Read more

Cocooning - Savings as Security in Times of Economic Uncertainty

ALAN SHIELDS | Comments | 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 ... In ... Read more

Easy Access to Information Is Good, Trusted Information Is Better

DEAN RUSHTON | Comments | 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 ... Dean ... Read more

The Value of Sage Advice

MARK STORY | Comments | SUNDAY, 10 MAY 2009

Understanding the 'multiplier-effect' derived from saving surplus cash flow is tributary to an accelerated wealth creation strategy. It's a red-letter day when the typical Aussie battlers finally pay ... Understanding ... Read more

Toward Transparency and Sustainability: Building a New Financial Order

SUZANNE DUNCAN , SHANKER RAMAMURTHY | Comments | 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 ... In ... Read more

Taxation & Estate Planning

The New Intestacy Law in NSW - What Your Client Needs to Know

KERSTIN GLOMB | Comments | 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 ... Kerstin ... Read more

Latest News


IOOF ups costs for self-employed advisers ELIZA BAVIN \| 11:51AM Self-employed financial advisers working with IOOF will have to pay more for the same services under the new IOOF structure which will focus the business on three key pillars in the advice space.	Government backs disciplinary body in principle KARREN VERGARA The federal government said it supports the establishment of the new single disciplinary system for financial advisers providing tax advice "in principle" in response to the independent review of the Tax Practitioners Board.

Finance is least ethical sector: Governance Institute ANNABELLE DICKSON The financial services sector has had the highest improvement on an ethics index despite still receiving the lowest score of all sectors, new research shows.	FPA announces 2020 award winners KANIKA SOOD An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners.

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In safe hands

HUGH ROBERTSON
PRINCIPAL ADVISER
CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

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Jamie Williamson Journalist Financial Standard	Nicole Alexander Head of Licensee Standards Centrepoint Alliance Limited	Kate Fellows Paraplanner The Professional Paraplanner	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
Celebrating the FS Power50	Considering self-licensing?	Who rules the world? Paraplanners!	How to make advice affordable
Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. Compiling such a list ...	Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ...	If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...	In this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ...
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