26 March 2009 | George Avramides examines the social security assessment of insurance policies.
26 March 2009 | Leyla Banaei says now is the most important time to be focusing on your practice’s marketing using six simple tips.
26 March 2009 | JENNY McMILLAN considers state-based family provision legislation and the effect it may have on estate planning.
26 March 2009 | Adam Coughlan and Chad Padowitz discuss the value of investing in international shares.
16 October 2008 | DENNIS EAGER discusses the role of infrastructure investments when managing and constructing portfolios during inflationary environments.
16 October 2008 | LEYLA BANAEI discusses the concept of bringing in a coach to assist new advisers who may be technically sound, but lacking in client facing experience.
12:00 AM | Insurance bonds have been enjoying a huge resurgence in the past couple of years. The tax benefits for high income earners and for non-dependent beneficiaries, coupled with the Centrelink benefits, have brought them back in favour with many advisers and clients, writes JEFFREY SCOTT.
27 June 2007 | Structured products offer retail investors cost-effective exposure to less common sectors and asset classes, writes Vince Scully, but many advisers are limiting the enormous potential of these products by including them in the alternative category
27 June 2007 | David Bell de-mystifies hedge funds and explains how to use them in portfolio construction
27 June 2007 | Tim Hardy offers an insight into the tax and timing issues of implementing clients’ giving strategies.
27 June 2007 | The growth in capital protected structured products in Australia is expected to hit new highs. RusselChesler looks at the expansion of the structured product market, and why planners are taking a close interest in this emerging investment class.
27 June 2007 | Abstract Long With the proposed abolition of the Reasonable Benefit Limits from July 1, 2007, it may be worthwhile considering the consolidation of pensions. However, the timing of the consolidation and the type of pension need to be carefully considered, writes Graeme Colley
27 June 2007 | Structured products have evolved in the past year to become simpler and more affordable, writes CATHY KOVACS