Applied Financial Planning CAMERON O'SULLIVAN | 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 advice delivery in providing quality advice to members ... Read more RICHARD KLIPIN | 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 separate fact from fiction and to address the ... Read more GERHARD MARKUS | 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 financial solution two years ago. A badly needed ... Read more STEVE DAVISON | 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. Read more JENNIFER PORTER | 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. Read more WAI-YEE CHEN | 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 bank accounts, purse strings and nest eggs but ... Read more CHARLES BADENACH | 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 while managing his own emotional stress. ... Read more Taxation & Estate Planning IAN MATHIESON | 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 for Australian taxpayers and it broadly affects ... Read more Superannuation MARTIN MURDEN | 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 at risk. Read more JAMES MELI | 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. Read more CHRISTOPHER PHILIPS | MONDAY, 27 SEP 2010 Christopher Philips is a senior investment analyst for Vanguard Investment Strategy Group. Read more Insurance MARK STORY | 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. Read more STEPHEN GRAHAM | 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 for financial advisers, especially when the client's superannuation ... Read more |
Latest News
Advice take up falls amid decade-low retirement confidence
|While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped.
Fair Work ruling, ASIC put offshoring arrangements on notice
Fair Work Australia's (FWA) recent ruling in favour of a Philippines-based worker to bring an unfair dismissal case against the former employer could serve as a warning for financial services firms who rely on offshoring, as the corporate regulator also flexes its muscle on these arrangements.
Insignia Financial eyes 'most efficient' title by 2030
Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030.
HNWIs demand alternatives, platforms lack access
As high-net-worth (HNW) investors increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.