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
Showcase: A sharp lens on global infrastructure
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The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
NCAs unlikely to solve retirement advice gap: HUB24, CFS
HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
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.
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.
