Investment  GRAEME COLLEY | FRIDAY, 13 JAN 2017 Whether a fund is able to conduct business activity, comply with the superannuation rules and not fall foul of a range of other issues must be met with the universal technical answer, "it depends." Read more  ROGER MONTGOMERY | FRIDAY, 13 JAN 2017 East coasters who believe property cannot turn lower should really take a look at what is now being experienced in Perth, Western Australia, right now. Read more  JULIE MCKAY | FRIDAY, 13 JAN 2017 A customer meets an adviser for the first time. After a discussion, the adviser comes to understand two things about their new customer: they have big dreams but want timid investment options - what the industry calls "risk-averse". Read more  HUB24 PTY LTD | FRIDAY, 24 MAR 2017 It is no secret that financial advisers are under increasing pressure to grow their business which means focusing on revenue growth and profitability as well as delivering quality financial product advice to their clients in the context of an increasing ... Read more  ALEX JOINER | FRIDAY, 24 MAR 2017 Markets are focused heavily on policy speeches given in the US this month. The first came with President Donald Trump delivering a more measured, positive and optimistic message for his first Congressional address. Despite being relatively light on ... Read more Applied Financial Planning  JIM STACKPOOL | FRIDAY, 13 JAN 2017 While some are facing their financial fears with bravado, others are keeping them hidden. On one end of the spectrum, younger people are wondering if they'll ever get into the property market, while on other end, retirees wonder if they've left things ... Read more  KIERAN QUAINE | FRIDAY, 13 JAN 2017 The biggest global investors all own bonds. Primarily they are a defensive asset that diversifies away from higher risk asset classes and provides reliable income and capital stability. While the importance of bonds has always been well understood by ... Read more  ALEX BURKE | FRIDAY, 13 JAN 2017 If 2016 was the year of the unimaginable, 2017 will be the year of dealing with the unimaginable - and financial advisers will face the difficult task of helping their clients navigate this brave new world. Read more Taxation & Estate Planning  JOSH RUNDMANN | FRIDAY, 13 JAN 2017 With the raft of super changes which parliament recently passed, there have been some smaller amendments which have a profound impact on the way pensions will operate when it comes to death, post-1 July 2017. Read more  BRYCE FIGOT | FRIDAY, 24 MAR 2017 This article will address the problems that can arise in using alternate directors in an SMSF succession planning context and suggest a possible solution. As with all succession planning discussions, SMSF succession planning being no different, people ... Read more Insurance  DAVID LOADER | FRIDAY, 13 JAN 2017 Life insurance plays a vital role in the modern life, supporting people during difficult time. But despite the social good that stems from it, the industry has a less than flattering public image and low levels of customer engagement. Read more |
Latest News
South Australian financial adviser slapped with seven-year ban
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.
Millions of Aussies want episodic advice: Research
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.
Treasury gives Tranche 2 reform package preview
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'
Netwealth celebrates $100bn amid 25th anniversary
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
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.
