 LOUISE JENKINS , ANDREW MAHER , JOSHUA ANDERSON | WEDNESDAY, 1 MAR 2023 In Australia and abroad, climate litigation filings are steadily increasing. In parallel, there is an emerging focus on how corporate insurance arrangements may respond to these types of proceedings. Read more  DAMIAN REVELL | FRIDAY, 28 JAN 2022 With the new income protection (IP) product requirements that came into effect from 1 October 2021, there are key considerations that may affect the approach advisers choose to take. Read more  ALEX KOODRIN | FRIDAY, 14 JAN 2022 If your client base includes business owners, chances are you have turned your mind to what might happen to their superannuation and proceeds from life insurance policies should their circumstances drastically change, and they become bankrupt. Read more  MICHAEL MULHOLLAND | FRIDAY, 17 SEP 2021 MetLife Australia undertakes an annual Understanding the Adviser-Client Relationship Report, which explores the attitudes, behaviours and expectations of current and potential advice clients to help advisers build and strengthen long-term relationsh ... Read more  RUSSELL CAIN | FRIDAY, 14 MAY 2021 You might have read in the news of the Australian Prudential Regulation Authority (APRA) changes coming to income protection insurance contracts. APRA has announced a significant shakeup to income protection policies, and none of it benefits the customer. ... Read more  CARLY VAN DEN AKKER , MICHAEL RENNY | WEDNESDAY, 10 FEB 2021 One of the emerging risks raised in this year's Swiss Re SONAR New emerging risk insights report (SONAR report) is 'mental health among the young'. Read more  JEFFREY SCOTT | FRIDAY, 5 FEB 2021 Advisers are often asked whether or not a client should own their total and permanent disability (TPD) policy individually (self-owned) or have it structured via a superannuation fund where they are a member. When comparing the pair, the answer may ... Read more  CRISSY DEMANUELE | FRIDAY, 4 DEC 2020 Running a business means taking all sorts of risks, many of which can be difficult to control: economic ups and downs, increased competition and changing consumer behaviour, to name a few. Read more  ANDY REYNOLDS | FRIDAY, 15 MAY 2020 An unintended consequence of the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act) that came into effect on 1 July 2019 means that many total and permanent disability (TPD) insurance claimants may have significantly ... Read more |
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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
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.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
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.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
