Latest Comments
There was one other thing Jordan, with regards how to battle insurance churn. Perhaps commission levels need to be reduced, shock horror. 120% upfront...
Jordan, section 2: "FP profession guilty of......but at Tandrem we see things slightly differently". Section 5: recurring feature of financial advice ...
Again, everybody, thanks a lot for taking the time to comment. If you can bear with me, I’d like to address some of the points raised. First, to G...
I am not a bank planner and never have been. I agree, what is all the noise about. If you look at what is required by legislation. (1)A planner must d...
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Self-Managed Super
Costs make reserves hard to justify Thursday, 28 January 2010 | Tony Negine
A reserve occurs in a superannuation fund when it has surplus assets. That is, when the net market value of assets in a fund exceeds the net value of benefits payable to its beneficiaries. Reserves have been used by larger... Read more...
Clarity needed on in specie payments Thursday, 28 January 2010 | Bryce Figot
The question of whether a self-managed superannuation fund (SMSF) pension must be paid using cash has caused much debate in the SMSF community over the years. Many SMSF trustees wish to make pension payments using noncash assets,... Read more...
Be careful of those CGT traps Monday, 23 November 2009 | Tony Negline
It is common to hear public practising accountants claim they are trapped in “Deadline City”. Some call it the “City of Form Fillers”. By these terms they mean that their time is principally spent ensuring clients satisfy... Read more...
Powerful yet misunderstood Monday, 23 November 2009 | Bryce Figot
Anti-detriment deductions are the most powerful - yet least understood - superannuation strategy available. This is mainly due to lack of education on the subject. Read more...
The nitty gritty of SMSF borrowing Thursday, 01 October 2009 | Bryce Figot
It is now possible for self-managed super fund (SMSF) trustees to borrow, subject to certain conditions. One condition is that the asset acquired must be held on trust for the SMSF trustee. This trust is often referred to as an... Read more...
Practice Management
Mythbusting Australian planning practices Friday, 29 January 2010 | Rob Bertino
One of the real advantages of an extended Christmas break is being able to catch up on our favourite TV shows; and for me, this means re-runs of MythBusters. Watching Adam and Jamie use proven science and definite facts to pull... Read more...
Make honesty a formal policy Friday, 29 January 2010 |
Hope is a wonderfully positive force but, over a year of business, it can be aggressively challenged. I love hope, and want to share it with every business owner or financial planner I come in contact with. And for me, 2010 is... Read more...
The values of successful partnerships Friday, 29 January 2010 | Martin Mulcare
Partnerships are wonderful relationships! Business owners know, intellectually, that sharing the ownership has many benefits; but emotionally, partnerships are fraught with anxiety. So what makes a truly successful partnership? Read more...
Money talks, so you’d better listen Monday, 23 November 2009 | Rod Bertino
While the number of high net worth (HNW) individuals in Australia decreased by almost 25 per cent in the 12 months to December 31, 2008, these wealthy Australians continue to be actively courted by an increasing number of... Read more...
Let the healing process begin Monday, 23 November 2009 | Peter Switzer
Thank the Lord that the post-March 6 rally has delivered a 50 per cent-plus gain, as this has helped heal the relationship between financial planners and the general community. This healing process post-crash and post-Storm is... Read more...
Planner Profiles
Into clear air Monday, 23 November 2009 | Simon Hoyle
“There are some things that occur that one would argue are outside of one’s control,” says Michael Guggenheimer, chief executive of AMP Financial Planning (AMPFP). It’s a familiar feeling for many people involved in... Read more...
Strength In Numbers Thursday, 01 October 2009 | Simon Hoyle
By the end of June, 2011, Steve Walpole aims to have moved his financial planning business to 100 per cent fee-only advice. Not one cent will come from investment products. It won’t have been an easy journey, and that date is... Read more...
Parallel Paths Monday, 27 July 2009 | Simon Hoyle
Tina Zekants and Greg Batterham graduated from the AMP Horizons financial planning academy on the same day, but their business paths have turned out to be very different. Simon Hoyle reports. Read more...
Pure & Simple Tuesday, 02 June 2009 | Simon Hoyle
Late in 2008, Luke Rathborne faced a choice. Having spent several years working for large financial institutions in Australia and overseas, and convinced that financial planning was a long-term career option, Rathborne had to... Read more...
A family affair Wednesday, 01 April 2009 | Simon Hoyle
When Securitor’s planners gather in Darwin this month for their 2009 national convention, it will be against a backdrop of global financial turmoil and market dislocation the likes of which many planners have never experienced... Read more...
Investor Psychology
Anchoring and aversion to ambiguity Thursday, 28 January 2010 | Bob Van-Munster
Last year finished up being a real surprise for many investors and commentators alike. After dipping 15 per cent in the early part of the year, the Australian sharemarket looked set to repeat 2008’s 38 per cent fall. But how... Read more...
Why smart people do dumb things Thursday, 01 October 2009 | Craig Hobart
After receiving average annual returns of around 25 per cent for four consecutive years, Australian share investors have experienced a rude shock over the past two financial years, with the S&P/ASX 200 Accumulation Index... Read more...
Opinion
The increasing strength and importance of the self-managed superannuation fund (SMSF) sector is now being formally recognised on more than one front by the big players in the market, including the Federal Government. The Self-Managed Super Funds Professionals’ Association of Australia (SPAA) has...
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My New Year’s resolution is to increase my advocacy of green investment. Let me also immediately declare an interest, in that Industry Funds Management (IFM) has been a long-term investor in green energy through its ownership of Pacific Hydro, which is a leading developer and operator of wind power...
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One key recommendation outlined in the Parliamentary Joint Committee (PJC) Inquiry into financial products and services report relates to the need for a legislated fiduciary responsibility between financial planner and client. Since the release of the report, the speculation about what this means exactly...
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As part of our ongoing commitment to the improvement of professional standards, the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) believes that self-managed super fund (SMSF) auditors should be encouraged to aspire to higher levels of achievement, post-graduate education...
Read More...Special Reports
An overlooked investment vehicle is getting another look-in, as planners begin to reassess the benefits of listedinvestments. Simon Hoyle reports.
Planners whose thinking on fixed income extends no further than managed funds and government bonds might be doing clients a disservice as other opportunities present themselves. Simon Hoyle reports
After a slow start, the issuers of exchange-traded funds in Australia are convinced they’re on the cusp of rapid growth and widespread acceptance by financial planners and their clients. Simon Hoyle reports.Stocks
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