 KRISTEN TURNBULL | WEDNESDAY, 3 APR 2013 This white paper draws on the views of some of the superannuation sector's leaders to build a picture of the state of the industry and its growth path 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 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 |
Latest News
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
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
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
