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
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
