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


Count Financial adds member firm ANNABELLE DICKSON \| 11:42AM Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence.	Lifespan adds MDAs to BT Panorama KANIKA SOOD Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama.

CountPlus firm makes acquisition KARREN VERGARA A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.	Managed accounts inch to $80bn KARREN VERGARA Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.

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In safe hands

HUGH ROBERTSON
MANAGING DIRECTOR
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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Managed accounts and FASEA	The new normal for financial advisers	Why mentoring matters	Are you ready for a high net wealth divorce?
I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...	During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...	It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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