DEBORAH WIXTED | FRIDAY, 11 MAR 2011 In its fourth year of 'Simpler Super' regime, which came into effect from 1 July 2007, Wixted looks at the opportunities available, discussing the different tips and traps around the 'Simpler Super' rules. Read more CHRISTOPHER PHILIPS | MONDAY, 27 SEP 2010 Christopher Philips is a senior investment analyst for Vanguard Investment Strategy Group. Read more MARTIN MURDEN | MONDAY, 27 SEP 2010 Martin Murden is a director ay Partner Services Superannuation. In his paper he asks why failure to make minimum pension payments into a self-managed supernnuation fund places valuable tax concessions at risk. Read more JAMES MELI | MONDAY, 27 SEP 2010 James Meli is a solicitor at Binetter Vale Lawyers that deals with all aspects of State and Federal taxes in the SME and high wealth individuals space. Read more DAVID ANDERSON | THURSDAY, 14 JAN 2010 In the last issue, David Anderson presented the first part of his paper on the Mercer research on employee retention strategies. In this second part, he explores the issues faced by having an aging population and looks at how prepared Baby Boomers are ... Read more ROSS CLARE | FRIDAY, 22 MAY 2009 Ross Clare works at the Association of Superannuation Funds of Australia. In this paper Ross takes data published by the Australian Bureau of Statistics to determine the level and diversity of superannuation balances across both the self-employed, wage ... Read more  GRAEME COLLEY | FRIDAY, 22 MAY 2009 Graeme Colley delivers some excellent research on how the Better Super accountbased pensions provide a sound basis for retiree clients. It should be possible to place "restrictions on an account-based pension with carefully worded conditions attaching ... Read more MARK MCCRINDLE | SUNDAY, 10 MAY 2009 Generational studies are always popular among financial services specialists. Having been around for a while, information on baby boomers are plentiful. However, research into the younger generations is increasing, and in this qualitative research project ... Read more  ALEX WERNBACHER | SATURDAY, 10 JAN 2009 Alex Denham is a well known technical analyst at Challenger. This paper describes what options small fund trustees have when the complying pension they have been paying is not able to get actuarial sign-off as being financially viable. She particularly ... 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 ...
