Julie Steed looks at the complexities around the waiving of the five-year claw-back for SMSFs....
Tom Stevenson looks at current events in major housing markets around the world and suggests investors consider five key factors....
Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
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...
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...
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...
Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....
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...
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...
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...
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....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...