 YVONNE CHU | FRIDAY, 29 SEP 2017 WHAT'S CHANGED? Read more  RAHUL SINGH | FRIDAY, 7 JUL 2017 1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more  EMMA RAPAPORT | FRIDAY, 2 JUN 2017 After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more  ANN HERRMANN-NEHDI | FRIDAY, 2 JUN 2017 In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more  BRIE WILLIAMS | FRIDAY, 24 MAR 2017 Women have quickly moved in to the role of influential investor. In the US alone, they now control $11 trillion in investable assets, and their long-term perspective tends to result in better risk and cost-adjusted returns. The investment industry has ... Read more  CHRIS DEVES | FRIDAY, 24 MAR 2017 The ever-changing consumption pattern of real estate, juxtaposed against its status as perpetual imperative for a functioning society, presents an interesting dynamic - and is precisely that which offers a wide range of opportunities for long term i ... Read more  BRYCE FIGOT | FRIDAY, 24 MAR 2017 This article will address the problems that can arise in using alternate directors in an SMSF succession planning context and suggest a possible solution. As with all succession planning discussions, SMSF succession planning being no different, people ... Read more  JOSH RUNDMANN | FRIDAY, 13 JAN 2017 With the raft of super changes which parliament recently passed, there have been some smaller amendments which have a profound impact on the way pensions will operate when it comes to death, post-1 July 2017. Read more SPDR PRACTICE MANAGEMENT, STATE STREET GLOBAL ADVISORS | FRIDAY, 4 MAR 2016 Financial advisers today face what is perhaps their most significant challenge yet: helping clients to move from inertia to activity in planning for the transfer of their wealth - while ensuring asset continuity within the advisory practice when the ... Read more MARTIN MURDEN | FRIDAY, 4 MAR 2016 A few years ago there was much excitement when the National Tax Liaison Group (Superannuation subcommittee) decided that if a related party made a loan to a Self-Managed Superannuation Fund [SMSF] at an interest rate less than a commercial rate, the ... Read more |
Latest News
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Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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.
