SMSF
More money, less new funds: SMSFs reshape
The shine may be wearing off SMSFs, but advisers should be encouraged by higher average balances and increased demand for services according to Merit Wealth's Garth McNally.
Tahn SharpeJuly 19, 2019
Advice
Superannuation
QSuper’s Brad Holzberger: Betting on bonds
QSuper CIO, Brad Holzberger, has long stood out from his peers by loading up on long-term government bonds and even the recent sudden collapse of yields hasn’t deterred him from sticking with this asset class.
Elizabeth FryJuly 19, 2019
Advice
Financial advice valued at 4.4% of investments
A new report from Russell Investments says advice clients are on a pretty good deal, with the total value delivered exceeding fees charged by a considerable margin.
Tahn SharpeJuly 18, 2019
Estate Planning
Help clients avoid the executor trap
Clients are often reluctant to say no to the executor role, but taking it on without the right skills can lead to serious financial liability. Renouncing the job can be tricky, too.
Tahn SharpeJuly 17, 2019
Advice
The ‘typical’ financial planner – now and then
The FPA’s Dante De Gori used a media event in Melbourne to reveal consolidated data on what the average financial adviser looks like today, as well as what they might look like in 2030.
Tahn SharpeJuly 16, 2019
Superannuation
Promoting competition in super is essential
Once again, we are at risk of undervaluing the importance of promoting strong, dynamic competition in the superannuation industry, says Frontier Adviser CEO Andrew Polson.
Andrew PolsonJuly 15, 2019
Superannuation
Rice Warner and Grattan Institute come to blows
Rice Warner has lashed out at the Grattan Institute condemning it for “obfuscation of the facts” in its latest research on a higher superannuation
Elizabeth FryJuly 11, 2019
Managed Accounts
Hub24’s Alcock on ‘next iteration’ of advice
Managed portfolios and separately managed accounts are among the structures more advisers are exploring as they increasingly group together and share services.
Matthew SmithJuly 10, 2019