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
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
