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

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

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

Given the nature of the new limited recourse borrowing rules and their potential traps trustees, advisers should take special care to ensure they understand the requirements to properly establish and maintain a complying arrangement. Read more

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

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

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

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

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

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

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

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

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