TONY DI GIROLAMO | THURSDAY, 14 JAN 2010 Continuous changes made to the superannuation system, limitations on annual super contributions and a backlash against complex and investment structures due to the global financial crisis are a few reasons why Tony Di Girolamo believes there is a demand ... Read more PETER GANDOLFO | FRIDAY, 22 MAY 2009 Peter Gandolfo heads up the legal division of Partners Group. In this paper, Peter argues that succession planning is critical. He then details a 12-step program to implement orderly succession. A succession plan "should be done in conjunction ... Read more NATALIE SILLAR | FRIDAY, 22 MAY 2009 Natalie Sillar uses this paper to provide a diverse range of marketing and sales ideas about generational marketing. Natalie is at BT Financial Group which has developed three toolkits to empower financial planners who use its Wrap Platform to better ... Read more JOCELYN FURLAN | FRIDAY, 22 MAY 2009 Jocelyn Furlan is the Acting Chairperson of the Superannuation Complaints Tribunal. In this role she sees many super fund death benefit cases. This gives her an excellent insight into common issues that arise which could more easily and effectively ... Read more  KERSTIN GLOMB | SUNDAY, 10 MAY 2009 Kerstin Glomb is a solicitor at Argyle Lawyers specialising in the areas of estate planning and estate administration and she looks into the changes to intestacy law in New South Wales effective in March 2010. Intestacy law applies when a person dies ... Read more TIM PEPPER | TUESDAY, 1 JAN 2008 In the final days of the Howard Government new laws were passed which allow super funds to borrow using a specific type of structure. These new laws have been quite broadly drafted but there are traps for the unwary. In April 2008 the ATO released several ... Read more ROB LAVERY | MONDAY, 1 JAN 2007 Before 1 July 2007, employment termination payments and payments from superannuation funds were both 'eligible termination payments' which received similar tax concessions to encourage individuals to save for their retirement. Due to the significant ... Read more  DON HAMSON | MONDAY, 1 JAN 2007 Most performance surveys for Australian sector funds are presented in gross terms, before fees and particularly before tax. But both fees and taxes are important for most investors in Australia. In this paper we estimate the impact of taxes for various ... Read more RAY NEALE , LEIGH SMITH | SUNDAY, 1 JAN 2006 In July 2004 the Australian Taxation Office (ATO) issued draft determination TD2004/ D22.This draft determination presented a view that tax advice given in a non-representational capacity,which was incidental to another service or advice, would not ... Read more |
Latest News
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).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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 ...
