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 SARA HIGGINS , JOHN WILSON | MONDAY, 9 JUL 2012 This research suggests that funds that target a retirement income replacement goal and are outcome-oriented are likely to be the next generation of funds. And more specifically, lifecycle strategies, which not ony focus on the outcome but also take ... Read more  JO-ANNE BLOCH | THURSDAY, 1 MAR 2012 Many superannuation funds are thinking seriously about whether providing financial advice can help them retain members and improve awareness of the benefits they offer. Mercer believes funds can easily and costeffectively provide simple advice that ... Read more REBECCA KING | THURSDAY, 1 MAR 2012 Advisers report a continued increase in the percent of their clientele base who are receiving retirement income products, services, or advice from them in the past 12 months. This study also shows an increase in the average percent of the clientele ... Read more MATT DAVIS | THURSDAY, 17 NOV 2011 To protect and grow the wealth of their clients, financial planners must make significant changes to their traditional approach to portfolio construction and management and look at strategies designed not just to grow wealth but also to protect it. ... Read more TONY NGUYEN | THURSDAY, 17 NOV 2011 It is important for financial advisers to understand not only the financial and social security impacts of residential aged care facilities and independent living arrangements. There are social considerations such as eligibility and suitability and ... Read more  KIM GUEST , DEBORAH WIXTED | MONDAY, 1 AUG 2011 Those leaving the workforce and thinking about applying for a Centrelink income support benefit should consider the effect of actual or intended future employment. Read more MARK RATCLIFF | MONDAY, 1 AUG 2011 Mark Ratcliff, managing director of Sequoia Superannuation, discusses in his paper Limited recourse borrowing, how this type of borrowing can be used in conjunction with a self-managed super fund. Read more TIM SANDERSON | FRIDAY, 11 MAR 2011 In his paper, "Death Benefit Nominations in Superannuation", Sanderson discusses the issues that arise when a superannuation fund trustee must pay their benefit in the fund to one or more dependants. Read more |
Latest News
Former financial adviser charged in alleged $160k super fraud case
|Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
|The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
