 JEFFREY SCOTT | TUESDAY, 25 MAR 2014 Insurance in superannuation will have significant changes over the next 12 months and we examine carefully three of these changes to help you prepare for them. Read more STEPHEN MILLER | WEDNESDAY, 3 APR 2013 There is scope to use a trauma policy to pay an NCIS under the temporary incapacity condition of release. Read more  ALEX KOODRIN | TUESDAY, 15 JAN 2013 The use of business insurance trusts has a number of commercial advantages over conventional structures, including potential substantial cost savings Read more ROGER BRIDGES | THURSDAY, 1 MAR 2012 The global financial crisis (GFC) may have proved to be a turning point for the Australian economy and the way the Australian dollar (AUD) trades in the future. In this paper, Roger Bridges discusses the behaviour of the AUD in the decades leading up ... Read more GRAHAM HARMAN | THURSDAY, 1 MAR 2012 This paper looks at ways to "squeeze the lemon", and to work your asset portfolio harder. We clarify the mechanisms by which developments in security markets can impact an insurance company; identify which variables are within management control, versus ... Read more ANQING LIN | MONDAY, 5 DEC 2011 Life insurers in Australia typically offer a guaranteed future insurability (GFI) feature as part of their lump sum risk product range. This papers discusses the emphasis is on the mortality risk, the potential impacts of life changing events and the ... Read more JON DE FRIES | MONDAY, 5 DEC 2011 There's some debate and concern in financial advice circles about holding income protection insurance (IP) inside super. Following a favourable tax change in 2007, the issues have gradually intensified following an increase in the number of funds offering ... Read more MARCUS CHENG | MONDAY, 5 DEC 2011 This paper assesses the current state of the life insurance market in Australia and looks at the different factors that impact on an individual's life insurance, in addition to how insurance serves various purposes. Read more YONG JIAN KHOO | THURSDAY, 17 NOV 2011 Life insurance serves various purposes, such as mitigating the financial impact of adverse events such as death or disablement; providing a means of private savings; and for funding retirement. Clearly, the amount of money an individual spends on life ... Read more RICHARD KLIPIN | THURSDAY, 17 NOV 2011 The focus of the Risking Everything research, conducted by CoreData on behalf of the Association of Financial Advisers, is to investigate in a more detailed way how Australian consumers are addressing risk, in particular their life insurance and corporate ... Read more |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
