PAUL CAHILL | TUESDAY, 25 MAR 2014 Australians are living longer than before, but there is a growing disparity between life expectancy and the superannuation balance of an average Australian. Read more PAUL WINTER , VYAS BALASUBRAMANIAN , OLIVER ANTROBUS , LUKE BROWN | TUESDAY, 25 MAR 2014 From an economic perspective, growth is a function of demographics, capital and productivity. This paper looks at demographics and highlights that ultimately, the demographic structure of a nation drives returns across asset classes. Read more JON DE FRIES | TUESDAY, 25 MAR 2014 Super beneficiary nominations is an important area of financial advice, considering a member's death benefit will often be considerably boosted by insurance proceeds and be their largest financial asset Read more JACK LOWENSTEIN | TUESDAY, 25 MAR 2014 Since the greatest difference in asset allocation between big super funds and SMSF is in global equities, it is worth looking at the return and risk issues in this decision making process. Read more GEMMA DALE | TUESDAY, 25 MAR 2014 A thorough reading of the Rice Warner report on self-managed super funds (SMSF) reveals that the findings are in fact broadly positive for the SMSF sector. Read more MICHAEL HARKIN | TUESDAY, 13 AUG 2013 With the rush to purchase property via their SMSF, turstees are overlooking what will happen should they become disabled or die. Read more  AARON MINNEY | TUESDAY, 13 AUG 2013 As an adviser, there are some simple approaches that you can work with your clients to implement that will improve their retirement outcomes. A basic goal in retirement is for clients' minimum spending needs to be met by the income produced by their ... Read more KEN MUNGAN | WEDNESDAY, 3 APR 2013 This paper analyses the problem of providing a reliable lifetime income and demonstrates the importance of risk management to achieve investor outcomes Read more |
Latest News
Stay up to date with regulatory compliance at the FAAA Congress
|The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and the Compensation Scheme as Last Resort (CSLR).
MDS drags Treasury to assess FSC levy proposal
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
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
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.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
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 ...
