FS Advice - Volume 11 Number 2

Volume 11 Issue 2

Applied Financial Planning

ROGER MONTGOMERY | Comments | FRIDAY, 24 JUN 2016

The S&P/ASX 100 (XTO) is a stock market index capturing Australia's top 100 companies by market capitalisation. It accounts for 63% (at April ... Read more

$1.6M balance cap examined: more tax on death benefits

DANIEL BUTLER | Comments | FRIDAY, 24 JUN 2016

The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate ... Read more

The new recruit to your alpha team

RAEWYN WILLIAMS | Comments | FRIDAY, 24 JUN 2016

'Alpha' as an investment concept is well understood. It is the difference between a portfolio's actual return and the return expected from ... Read more

Developing financial knowledge

SPDR PRACTICE MANAGEMENT, STATE STREET GLOBAL ADVISORS | Comments | FRIDAY, 24 JUN 2016

Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime security. It is a ... Read more

Retirement

Designing retirement solutions that deliver income for life

CRAIG HURT | Comments | FRIDAY, 24 JUN 2016

Regulation in our market is changing the way that retirement income solutions are built. This paper, developed with the global experience of both AXA ... Read more

The need for a richer suite of retirement products

JEFF ROGERS | Comments | FRIDAY, 24 JUN 2016

Designing appropriate investment strategies for retirees is more challenging today than it has ever been. In the past, nominal and real interest rates ... Read more

SM Bonds: A public-private partnership for longevity risk management

SHAUNA FERRIS | Comments | FRIDAY, 24 JUN 2016

There is a consensus of opinion: retirement income products which are currently available in the Australian market are not meeting the needs of our ... Read more

A new approach

KERRIE SYDEE , DAVID REED | Comments | FRIDAY, 4 MAR 2016

FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable ... Read more

Retirement income adequacy - are we still making progress?

JOHN BURNETT , NICK WILKINSON | Comments | FRIDAY, 24 JUN 2016

While investment markets performed strongly from 2010 to 2014, there haven't been corresponding improvements in the projected retirement income ... Read more

Superannuation

Was the Federal Budget all bad news?

DAVID O'CONNELL | Comments | FRIDAY, 24 JUN 2016

It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the ... Read more

International managed portfolios: A gateway for SMSFs to invest overseas

ANDREW ALCOCK | Comments | FRIDAY, 24 JUN 2016

According to the Australian Tax Office's (ATO) latest data, SMSFs have generally had very little exposure to overseas assets. This could be viewed ... Read more

Investment

The rise of the millennials

AMANDA YOUNG | Comments | FRIDAY, 4 MAR 2016

The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different. One of the ... Read more

What has everybody been worried about?

TODD MCCLONE | Comments | FRIDAY, 24 JUN 2016

Despite recent signs of improvement, investor sentiment about emerging markets has been fundamentally depressed over the past year. Relative to their ... Read more

Risk is in the eye of the beholder

SCOTT LAWRENCE | Comments | FRIDAY, 24 JUN 2016

With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? ... Read more

Bonds Live to Die Another Day

ANDREW CORMACK | Comments | FRIDAY, 24 JUN 2016

The Australian pension industry is one of the fastest growing holders of retirement assets globally. Between 2005 and 2015 pension assets grew at an ... Read more

Investing in the grey boom

CHRIS DEVES | Comments | FRIDAY, 24 JUN 2016

Real estate, given its functional and intrinsic value, is a corollary of social forces. It is the brick-and-mortar response to how we live our lives ... Read more

Building a "Smart Carbon" portfolio

IAN SIMM | Comments | FRIDAY, 24 JUN 2016

The debate around the "carbon bubble", un-burnable carbon, stranded assets and fossil fuel divestment has attracted significant media and ... Read more

Latest News


Frydenberg flags new advice disciplinary system HARRISON WORLEY A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today.	AMP advice lead rejects AMPFPA claims JAMIE WILLIAMSON The head of AMP's advice business has rebuffed claims the group failed to meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy.

Netwealth FUA, adviser numbers rise KARREN VERGARA A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion.	ASIC bans adviser again HARRISON WORLEY A financial adviser previously banned by ASIC has found himself in hot water again.

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Warranties and indemnities in the sale of financial advice portfolios

The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

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Barry Daniels

Director

FS Advice

The other casualties of advice industry reform

Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

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Ben Moffatt

Financial Planner

FS Advice

An auditor's view of conflicted advice

"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

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Tony Stephens

Author

FS Advice

The care factor

A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

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SEP

25-26

ORM 2019: Investment Operations Rick Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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Your Opinion

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