CASH FLOW

Editorial

Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....

Superannuation

Centric Wealth has pointed to pitfalls now confronting SMSFs in meeting insurance requirements....

Financial planning

ASIC has proposed the tightening of rules for some platform operators and responsible entities of managed investment schemes....

Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

Life/Risk

When it comes to income protection, clients’ individual circumstances will dictate whether that cover is held inside or outside of superannuation. TAL’s David Glen weighs...

Editorial

Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...

Editorial

AMP Capital's Craig Keary warns investing in term deposits may prevent investors reaching their financial goals and suggests other ways to find yield....

Funds management

Investors need to focus on the income derived from property investment rather than rely on capital growth to temper negative gearing, says Smartline Personal Mortgage Adv...

Financial planning

Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....

Editorial

Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...

Superannuation

Clients will be able to purchase AIA's income protection product range entirely through their superannuation following a number of product upgrades announced by the insur...

Tools & guides

General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...

Financial planning

Bibby Financial Services national sales manager Gary Green has called on the Government to provide tax relief to small businesses....

Editorial

Disaster in Europe seems to have been averted - for now. However, improved equity performance should not evoke a newfound sense of optimism and risk appetite. The world h...

Editorial

Tom Stevenson discusses the concept of investing in equities – not cash – for income....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

4 days 4 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

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