Investment BOB VAN MUNSTER | FRIDAY, 11 MAR 2011 Van Munster, head of Australian equities at Tyndall Investments, looks at the affect that investor emotions take on their own behaviour and, in turn, the behaviour of markets. Read more SIMON HUTCHINSON | FRIDAY, 11 MAR 2011 In his paper, "How to select a transition manager", Hutchinson examines the best techniques that can be applied when selecting a transition manager for your portfolio restructuring. Read more Superannuation DEBORAH WIXTED | FRIDAY, 11 MAR 2011 In its fourth year of 'Simpler Super' regime, which came into effect from 1 July 2007, Wixted looks at the opportunities available, discussing the different tips and traps around the 'Simpler Super' rules. Read more TIM SANDERSON | FRIDAY, 11 MAR 2011 In his paper, "Death Benefit Nominations in Superannuation", Sanderson discusses the issues that arise when a superannuation fund trustee must pay their benefit in the fund to one or more dependants. Read more Taxation & Estate Planning  RAEWYN WILLIAMS | FRIDAY, 11 MAR 2011 This paper follows on from a series of Russell research papers advancing a framework for choosing between active and passive investment styles. This paper introduces an after-tax investing perspective and identifies key differences in how an after-tax ... Read more Applied Financial Planning STEVE SALVIA | FRIDAY, 11 MAR 2011 Matthew*, 30, and Ashley*, 37, are a de facto couple planning a wedding with a baby on the way who decided that they needed help from a financial adviser to help them deal with their rising debt and bungled property assets. Read more CAROL TAWFIK | FRIDAY, 11 MAR 2011 Lauren Malone*, 57, was recently widowed and retired before she realised that her financial situation was far more complicated then she could handle. After being referred by a long standing client of Shadforth, Malone met with financial planner Carol ... Read more RICHARD KLIPIN | FRIDAY, 11 MAR 2011 This white paper and its research talks with financial advisers across Australia to find out which reforms they support, which they reject, and what they see as the best way forward. Read more | FRIDAY, 11 MAR 2011 The project sought to understand the impact of unemployment on financial help-seeking behaviour. The study surveyed 158 unemployed construction workers with findings indicating that the majority of men did not seek help for financial issues from professional ... Read more CANNA CAMPBELL | FRIDAY, 11 MAR 2011 Rebecca*, 62, approached financial planner, Canna Campbell, with not much hope for the future, having just survived a nasty divorce which left her without any real assets or security. When Campbell looked closely at Rebecca's finances, she recognised ... Read more NIC D'EMDEN | FRIDAY, 11 MAR 2011 An unexpected cash windfall lead James*, 65, and Angela*, 60, to seek out a financial planner to make the most of their situation. This windfall became the catalyst for what is now a highly profitable and successful relationship with their planner. Read more SIMON DOWD | FRIDAY, 11 MAR 2011 Jenny* had been using the services of a financial planner to help get to the financial position she was in, yet it had come to the point in her life that she wanted more from a planner and decided to look elsewhere for help with a self-managed super ... Read more |
Latest News
Spender criticises Labor's 'lack of urgency' on advice reforms
Independent member for Wentworth Allegra Spender said declining adviser numbers is a fundamental issue that needs an "urgent fix", while the CSLR is a "textbook case of moral hazard."
Shield Master Fund terminated, new receivers for Keystone Asset Management
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator.
Centrepoint Alliance to acquire Brighter Super's advice book
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book of Brighter Super.
Coalition targets 'ambitious' goal of 30k advisers
The Coalition wants to "rebuild the advice industry" by increasing the number of advisers to 30,000.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
