FS Advice - 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 ... 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. ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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. ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Pressure mounts on regional advice JAMIE WILLIAMSON \| 10:31AM The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues.	Deductible super contributions front of mind: BTFG HARRISON WORLEY After reforms paved the way for more Australians to top up their superannuation, financial adviser queries around deductible personal super contributions have increased.

AMP dumps Horizons program JAMIE WILLIAMSON AMP has scrapped its Horizons program, replacing it with a new, FASEA-compliant education and training course for financial advisers.	HUB24 introduces low-cost product KARREN VERGARA HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products.

Videos

Brought to you by

Advisers Big Day Out Capital Cities Roadshow 2018

Fidelity: Why are emerging markets becoming more important in the global economy?

Macquarie: Cash flow with confidence

Embracing technology in Australian equities

MFS: Credit comes full circle

Perpetual Investments: Automating the future

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES ►

Voice for the industry

DEBORAH KENT
DIRECTOR
INTEGRA FINANCIAL SERVICES

If there's one thing that can be said for Australia's advice industry, it's that change is the only constant. And nobody knows this better than Integra Financial Services director Deborah Kent. Jamie Williamson writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Michael Pillemer

Chief Executive Officer

FS Advice

The critical role of true advice when choosing risk insurance

With clinical precision to expose alarming evidence of misplaced trust, the Hayne Royal Commission into Banking and Financial Misconduct has revealed some ...

READ MORE ►

Jim Stackpool

Managing Director

FS Advice

The future of AMP

What is the future of AMP? I reckon they've only got one option. But first, a reminder of those days prior to the 2000 Sydney Olympics. I first heard ...

READ MORE ►

Paul Tynan

Chief Executive Officer

FS Advice

Dover's demise: Consumers and advisers abandoned

As the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL ...

READ MORE ►

John Hewison

Managing Director

FS Advice

Thoughts on the new education standards

The Financial Adviser Standards and Ethics Authority (FASEA) released its Proposed Guidance on Education Pathways for Existing Advisers based on new minimum ...

READ MORE ►

Infographic: ETFs in Australia

Industry Events

MORE INDUSTRY EVENTS ►

JUL

Advisers Big Day Out - Bendigo

►

JUL

Advisers Big Day Out - Geelong

►

AUG

Advisers Big Day Out - Newcastle

►

AUG

Advisers Big Day Out - Central Coast

►

AUG

Advisers Big Day Out - Canberra

►

Your Opinion

MORE POLLS ►

Do you agree with the topics included in FASEA's draft exam guidelines?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing