Volume 5 Number 2

Volume 5 Issue 2

Superannuation

MARTIN MURDEN | Comments | MONDAY, 27 SEP 2010

Martin Murden is a director ay Partner Services Superannuation. In his paper he asks why failure to make minimum pension payments into a self-managed supernnuation fund places valuable tax concessions ... Martin ... Read more

Instalment Warrant Amendments:Implications for SMSF 'Develop and Hold' Strategies

JAMES MELI | Comments | MONDAY, 27 SEP 2010

James Meli is a solicitor at Binetter Vale Lawyers that deals with all aspects of State and Federal taxes in the SME and high wealth individuals space. In this paper he discusses the instalment warrants ... James ... Read more

The Active-Passive Debate: Bear Market Performance

CHRISTOPHER PHILIPS | Comments | MONDAY, 27 SEP 2010

Christopher Philips is a senior investment analyst for Vanguard Investment Strategy Group. In this paper he assesses the questions around the benefits active equity management can provide during periods ... Christopher ... Read more

Insurance

Insurance in Superannuation – A potentially dangerous opportunity

STEPHEN GRAHAM | Comments | MONDAY, 27 SEP 2010

According to recent Lifewise / NATSEM research, 95 per cent of Australian families don't have adequate insurance cover. This dramatic level of underinsurance provides a significant opportunity ... Read more

When insurance cover unearths unexpected 'value-add'

MARK STORY | Comments | MONDAY, 27 SEP 2010

What comes first, the insurance cover or the underlying business succession strategy? As Melbourne-based company directors discovered by default - no business should have one without the other. With ... Read more

Applied Financial Planning

Go the Distance

STEVEN DAVISON | Comments | MONDAY, 27 SEP 2010

Steven Davison is national manager for AXA's GROW program and discusses the many issues that can arise when dealing with this area of business. Are you thinking about acquiring as a way of growing ... Steven ... Read more

Rapid Advice Delivery: The Next Generation of Financial Advice

CAMERON O'SULLIVAN | Comments | MONDAY, 27 SEP 2010

Increased competition in the advice industry, fueled by superannuation funds now being able to deliver financial advice to members, demands a fresh look at how we deliver advice. The benefits of rapid ... Increased ... Read more

Back to Basics

RICHARD KLIPIN | Comments | MONDAY, 27 SEP 2010

The past few years has seen the role of financial adviser and the financial services industry come under intense scrutiny. While much of this scrutiny is welcome, there is a need to clearly and logically ... The ... Read more

The Value of a Long Overdue Review

GERHARD MARKUS | Comments | MONDAY, 27 SEP 2010

Concerns over funds parked indefinitely by a former adviser/broker in cash, following the GFC - without adequate risk profiling - led Adelaide-based teacher's aide, Tom Kennedy* to seek an alternative ... Concerns ... Read more

Smart Hedging

WAI-YEE CHEN | Comments | MONDAY, 27 SEP 2010

Wai-Yee Chen, head of derivatives for RBS Morgans' Sydney Asian Desk, discusses in this paper the effect of the global financial crisis on investments. It looks at how the GFC not only affected people's ... Wai-Yee ... Read more

Just Rewards from a Savings Plan

JENNIFER PORTER | Comments | MONDAY, 27 SEP 2010

Sydney-based married couple John, 52, and Marie*, 51, decided to seek a financial planner to make the most of their savings and figure out how best to prepare for their retirement. Marie worked part ... Read more

Planning after a personal crisis

CHARLES BADENACH | Comments | MONDAY, 27 SEP 2010

Peter*, 54, first sought financial advice during a difficult period of his life, after suddenly losing his wife to cancer. During this period of time, he found it difficult handling his financial responsibility ... Peter* ... Read more

A clear and simple plan for safe retirement

ANDREW SHAKESPEARE | Comments | MONDAY, 27 SEP 2010

Adam and Sandra Smith*, aged 56 and 54 respectively, decided to seek out financial advice leading into their retirement. Sandra had clear plans to retire in January 2011 while Adam was concerned his ... Adam ... Read more

Taxation & Estate Planning

Reducing Australia's Tax Distortions - The Taxation of Financial Arrangements and Enhancing Financial Risk Management

IAN MATHIESON | Comments | MONDAY, 27 SEP 2010

The Taxation of Financial Arrangements, or TOFA, is one of the most significant changes to occur to the Australian Taxation Act over the past two decades. Its aim is to reduce existing taxation distortions ... The ... Read more

Latest News


Finance is least ethical sector: Governance Institute ANNABELLE DICKSON \| 12:29PM 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.

FASEA reveals October exam results KARREN VERGARA The majority of financial advisers who sat the most recent exam passed, according to the Financial Adviser Standards and Ethics Authority.	Advice for all could add $630bn to economy JAMIE WILLIAMSON If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows.

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HUGH ROBERTSON
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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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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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