PAUL RESNIK , PETER WORCESTER | THURSDAY, 11 DEC 2014 Discussions of sequence or series risk regularly appear in the specialist financial media, and are increasingly appearing in the general press. In simple terms, fear of sequence risk drives investors to take equity and risky asset exposures out of their ... Read more  DOUG MCBIRNIE , JIM HENNINGTON | THURSDAY, 11 DEC 2014 Life expectancy is a statistical indication of how long a person may live as opposed to an estimate of how long they will live. It is typically based on their year of birth, current age and gender. The most commonly used measure of life expectancy is ... Read more MICHAEL HARKIN | THURSDAY, 11 DEC 2014 Changes in the Australian Taxation Office's (ATO) interpretation of the treatment of income derived by investments made with borrowed funds means trustees and their advisers need to consider benchmarking related party loans to enable 'commerciality' ... Read more  CRAIG MCCULLOCH | THURSDAY, 11 DEC 2014 Perhaps the most obvious question to ask for any client considering the Age Pension is "how much is the Age Pension worth?" As described in our introductory paper, assigning a value to the Age Pension is difficult and depends on a range of ... Read more  BRYCE FIGOT | THURSDAY, 10 JUL 2014 A little known quirk in the preservation rules can have important implications for clients. This article explains how the quirk arises, and then how to use it to advantage clients. In a nutshell, the quirk allows trustees of super funds to 'cherry pick' ... Read more LAURA MILLAN | THURSDAY, 10 JUL 2014 Setting up a self-managed super fund (SMSF) has certainly been the flavour of the month for many Australian investors. Today, more than one million individual funds account for $559 billion or one third of total superannuation assets. But recently the ... Read more MICHAEL HALLINAN | THURSDAY, 10 JUL 2014 In the absence of a binding death benefit nomination, those who control the trustee will control the destination of the death benefit: hence a battle for the control of the trustee will arise. Read more  GRAEME COLLEY | THURSDAY, 10 JUL 2014 With the new penalties for SMSFs, trustees and advisers need to ask themselves: "should I be afraid, very afraid," or should they just be mildly concerned? Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
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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
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
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 ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
