Opinion

Held hostage by Henry Review

08:00 AM | The Government's failure to release the Henry Tax Review has angered financial planners.


Supporting company stewardship

08:00 AM | David Gait explains why encouraging company stewardship in Asia can only be a good thing for investors.


Insurance start date traps to avoid

8 March 2010 | In the second part of his article explaining the complications surrounding insurance policy start dates, Col Fullagar explains how advisers and clients can avoid some common mistakes.


Too many industry groups spoil the broth

8 March 2010 | Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP. 3 comments


Life insurance in superannuation

8 March 2010 | As the debate about life insurance in superannuation continues to create divisions in the industry, Geoff Black explains the importance of maintaining the status quo.


Dealers and advisers seize the day

1 March 2010 | Financial planners should take advantage of uncertain times and show leadership, writes Todd Kardas.


FPA turns a new leaf

1 March 2010 | A change in the FPA leadership may be for the better, writes Mike Taylor.


Professionalising the financial services industry

1 March 2010 | Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright future. 1 comment


Is this Australia's own Madoff affair?

22 February 2010 | Have the recent issues raised by Astarra and Absolute Alpha created a mini-Madoff affair? Dominick McCormick investigates. 4 comments


Buyer beware: margin lending is back in vogue

22 February 2010 | Bernie Ripoll warns about the return of margin lending into the financial sector, and the dangers the practice poses for unwary investors.


Examining industry consolidation

22 February 2010 | Mike Taylor looks at the ACCC's report on NAB's and AMP's bids for AXA Asia Pacific, as well as industry consolidation in general.


Concessional caps changes explained

22 February 2010 | Bryan Ashenden explains the significance of last year's changes to the concessional contributions cap.


Keeping your clients covered

22 February 2010 | Col Fullagar considers the matters surrounding insurance policy start dates, and explains what advisers need to know to ensure their clients are protected.


Making the transition to fee-for-service

22 February 2010 | Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and advisers alike. 1 comment


Strategic jockeying amid industry consolidation

08:00 AM | The executive chairman of Count Financial, Barry Lambert, recently demonstrated the degree to which consolidation has become a focal point in the Australian financial services industry. Mike Taylor reports.


Intergenerational inertia

08:00 AM | The Rudd Government’s initial response to the latest intergenerational report was, to say the least, both predictable and disappointing, writes Mike Taylor.


A preview of the year ahead

08:00 AM | Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs.


US Policy: Policy incompetence?

08:00 AM | Dr Charles Lieberman explains why President Obama’s pledge to iron out the flaws in the US financial system is somewhat short-sighted. 1 comment


Self-managed super: Under the microscope

08:00 AM | The Heffron technical team take a look at the current state of play for defined benefit pensions and the social security asset test exemption rules and how they affect SMSF members.


The hazards of defining TPD

08:00 AM | 'Own occupation' TPD through superannuation has always been treated with caution by advisers. Alena Miles explains what you need to know. 3 comments


News Analysis: Change is still the name of the game

8 February 2010 | With many in the industry falling behind or struggling to keep up, Brett Yardley looks at some of the changes that have or are about to occur.


Super spin cycle

8 February 2010 | The Government’s broader spin machine appears to be positioning the electorate for the news (hardly surprising) that while the Henry Tax Review may be in the business of recommending targeted tax breaks to keep people working, it will not be recommending an increase in the superannuation guarantee. 2 comments


Estate planning: Safeguarding the inheritance

8 February 2010 | Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions.


Intergenerational Wealth: Keeping it in the family

8 February 2010 | Matt Walsh explains why maximising the opportunities offered by an ageing client base can add value to your business.


Regulation looms large after PJC

8 February 2010 | Mark Halsey takes a look at recommendation two of the PJC inquiry into financial products and services and its potential implications for the industry.


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1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
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