Applied Financial Planning Articles

Showing 31 to 40 of 172 articles:
Karren Vergara
KARREN VERGARA  |  THURSDAY, 29 OCT 2020
As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. Read more
Jules Knox
JULES KNOX  |  FRIDAY, 4 SEP 2020
A fellow advice professional I met recently said he avoids the term 'budget' when meeting with clients as they see it as a dirty word. He went on to explain that if you ask clients to complete a budget, they will think that they are going to ... Read more
Simon Russell
SIMON RUSSELL  |  THURSDAY, 13 AUG 2020
The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to consumers for whom they are suited. The obligations will apply to a range ... Read more
Matthew Walker
MATTHEW WALKER  |  FRIDAY, 3 APR 2020
The purpose of any advice business is to help its clients to achieve what they want to achieve. So, why is talking about goals-based advice seen as being 'different' from what financial planners have always done? Read more
Justin Chandler
JUSTIN CHANDLER  |  TUESDAY, 17 MAR 2020
In terms of managing farm operations there are a multitude of financial considerations. Read more
Ben Moffatt
BEN MOFFATT  |  FRIDAY, 13 MAR 2020
On 29 November 2019, Australian Securities and Investments Commission (ASIC) deputy chair Karen Chester delivered a speech, 'Consumer outcomes: A truth universally acknowledged', at the Australian Institute of Company Directors Leaders' Lunch. Her speech ... Read more
Nalika Nanayakkara
NALIKA NANAYAKKARA  |  FRIDAY, 4 OCT 2019
Firms must recalibrate their pricing models and do a better job of communicating their value to clients. Read more
Kim Guest
KIM GUEST  |  FRIDAY, 31 MAY 2019
New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more
Kim Guest
KIM GUEST  |  FRIDAY, 24 MAY 2019
New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 3 MAY 2019
One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the 2019/20 financial year. Read more