Editorial

Julie Steed looks at the complexities around the waiving of the five-year claw-back for SMSFs....

Shape of Stronger Super remains uncertain

The Government has finally delivered the details of its Stronger Super package but, as Mike Taylor writes, those hoping for certainty may be waiting a very long time....

Editorial

Does strategic asset allocation make sense?

Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....

Editorial

How financial planners can determine investment risk

Before giving advice, financial advisers have a positive duty to actively assess and research the risks arising in relation to an investment. Paul Resnik outlines a set o...

Editorial

Making sense of the August stock market debacle

The August market downturn gave the world a big scare and investors seemed to have run for the hills in fear the nightmare from 2008 was returning. Ron Bewley tries to ma...

Editorial

Financial planning licensees defy ASIC's expectations

Despite some media reports to the contrary, Mike Taylor writes that the top 20 licensees in the financial planning industry emerged in reasonable shape from ASIC’s review...

Editorial

Life after tax returns

With a wave of reform about to hit the industry, financial advisers will soon have to change some of the considerations they take into account when recommending certain i...

Editorial

Time for financial planners to let go of trailing commissions

Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...

Editorial

FOFA to accelerate industry consolidation

Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...

Editorial

Charity sues over sub-prime losses

A charity that lost $1.5 million in a hedge fund manager that collapsed during the GFC is suing the advice firm that recommended the fund....

Editorial

Superannuation for dummies

Lack of investor engagement with superannuation is a widespread issue. Bill Buttler provides guidance on fee comparison for retail investors, and argues standardised meas...

Editorial

Negotiating the new investment landscape

Post global financial crisis regulation, changing government policy and a shift in demographics have created a very different investment landscape to that of previous dec...