cash flow

Financial planning

Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin le...

Superannuation

Put your super on notice

Now is the perfect time to ensure your client is able to claim a tax deduction for super contributions, writes STEPHEN BONE....

Policy & Regulation

Managing the shifting tax burden

With a changing super environment, MARTIN BRECKON considers how planners can manage their clients’ contributions. ...

Financial planning

Alliance launches national initiative

A Melbourne-based real estate finance group plans to start distributing a cash flow monitoring service to financial planners....

Financial planning

Instilling debt discipline for generations to come

Financial planners have a ready audience in Generation Y, reports AMLIKA LAL....

Financial planning

Migrating to a better tax strategy

As the end of the financial year approaches, JOHN PERRI offers a round-up of tax tips....

Financial planning

AFS Group developing discretionary income bands for clients

Better cash flow management will increase discretionary income and build a better retirement nest egg....

Financial planning

Downturn an opportunity to refresh financial planning practices

Scott Haywood and his team are using the downturn to position their business for the future, taking advantage of a more favourable employment market and increasing office...

Editorial

Index funds: An efficient index in inefficient markets

ANDREW FRANCIS charts the development of fundamental indexation....

Financial planning

Listing does not alter asset risk profiles, Schroders

The idea that the listing of an asset on an exchange can meaningfully alter its risk profile is an 'example of behaviour and emotion prevailing over rationality', accordi...

Financial planning

Wilson HTM completes Next Financial acquisition

Wilson HTM builds funds under management and market presence via the acquisition of Next Financial - something that prompts Deutsche Bank to lift its shareholding. ...

Editorial

Plugging into opportunities

In every crisis there is opportunity, and I would suggest there has never been a better time for financial planners to assess their practices. ...

Financial planning

Businesses divided on impact of government stimulus package

Senior business owners and managers are divided about the value of the Federal Government’s $42 billion stimulus package, according to a Veda Advantage business sentiment...

Financial planning

Planning that lasts a lifetime

Financial planners are more than advisers, they're life coaches, writes Steve Helmich...

Financial planning

Gearing levels growing among advice firms

Advice firm principals are increasingly gearing their businesses, many for the first time, to appease financiers and support their financial arrangements, according to Ke...