SMSFs hold the faith in the ASX Top 20
A recent analysis of CommSec clients shows that SMSFs were the largest net investors in the ASX Top 20 during 2016 and were the most active investors in the Retail segment, trading on average 30 per cent more than non-SMSFs. Marcus Evans, Head of SMSF Customers for Commonwealth Bank, said “Over the past two years,
January 16, 2017
Tackle the low-return conundrum
With everyone seemingly agreed that lower returns are an ongoing fact of life, small caps and alternatives may present opportunities for those willing to invest in alpha. Steven Tang writes.
January 16, 2017
Transition-to-retirement strategies can still work for some
The government reduced tax breaks for transition-to-retirement strategies last year. But they can still make sense for people who genuinely are gradually reducing the amount they work or paying off debt with the drawdown. Alexandra Cain writes.
January 16, 2017
The career she planned on – and insisted on
Financial planner Deborah Kent wasn’t deterred from pursuing her career back when there were almost no women in the business; decades later, she’s focused on moving the industry closer to gender equity. Jo Leggatt writes.
January 16, 2017
Offshoring: silver bullet or poisoned chalice?
In this opinion piece, chair of Intiger Asset Management and former FPA chief executive Mark Rantall looks at the good and bad in considering whether your business should send work offshore to free up internal teams.
January 13, 2017
We need to talk about interest rates
Expect monetary policy to be an important focus for advisers and their clients in the year ahead as the risk/return equation changes. Alexandra Cain reports.
January 12, 2017
Business killers: Bad processes cost you clients
Old, cumbersome processes frustrate clients and staff alike. Here’s how to weed them out before they cost you valuable business.
January 12, 2017
Strategic or tactical: plans for taking on the index
Reviewing progress, successes – and failures – is an important part of preparing for next year. Let’s take a look at two different strategies for beating the index in 2017.
January 12, 2017
Brakes on bonds: don’t believe the hype
The right mix of fixed-interest investments in a client’s portfolio will shift as the interest rate cycle bottoms and turns in 2017. Take bond risks into account. By Alexandra Cain.
January 11, 2017
Make personalisation, 2017’s hot marketing fad, work for you
Personalisation is the craze getting the jump on the trendsetting field for 2017. But make sure you do it right, or you’ll just end up sending cyber-spam.
January 11, 2017
In position to make an impact on millions of lives
As chair of the FPSB council on a global level, and the FPA nationally, Neil Kendall knows that at this moment in time, he is part of a system with the power to change the course of many, many lives.
January 10, 2017
