Kotkin, geopolitics, and the consequences of choice
Normal global chaos is already priced into markets. However, says Stephen Kotkin, there are some geopolitical events which are not priced in and whose potential effects cannot be exaggerated.
September 30, 2016
FPA urges universities to offer financial planning programs
The Financial Planning Association of Australia (FPA) has called on universities and other education providers across Australia to work with planning professionals in developing subjects and degree programs in light of the professional standards and timeframes announced by Minister Kelly O’Dwyer in April this year. Working with the Financial Planning Education Council (FPEC), the FPA
September 29, 2016
Time to act – changes to super coming soon
The new limit on non-concessional super contributions that replaced the proposed $500,000 lifetime limit will now be based on the value of a person’s super. Max Newnham writes that it’s time to take action.
September 29, 2016
Why you can’t forget the fundamentals of advice
In a world of fast trends, fads and technology it can be easy to forget the fundamentals of providing good financial advice. Marty Carne writes how to give the best advice
September 29, 2016
Buying on the dips: The day I nearly lost the plot
Ron Bewley reveals how he responded when a “clever” sharemarket strategy that seemed like a good idea at the time actually turned out to be dead in the water.
September 29, 2016
Financial Literacy Australia Awards – Entries now open
Financial Literacy Australia is excited to announce that the Awards program is now open for entries! Financial Literacy Australia is proud to celebrate the outstanding achievements of organisations and individuals working to improve Australians’ financial literacy. There are six Award categories: • Large financial literacy program • Small financial literacy program • Targeted financial literacy
September 28, 2016
So the accountants’ exemption is over, what now?
With the accountants’ exemption now a distant memory, the regulator is actively monitoring the establishment of new SMSFs to ensure accountants aren’t giving advice beyond their scope. Greg Holman writes.
September 28, 2016
Low interest rates may be a case of history repeating – Part I
In Part 1 of this column, Roger Montgomery writes that labelling the current long-term low interest rates as the “new normal” is probably a mistake. Here he explains what to watch out for.
September 28, 2016
24 HOURS: A day in the life of … AP Financial Solutions
Continuing a focus on the day-to-day activities of advice businesses, this month we spend a day in the company of Adrian Patty, principal of AP Financial Solutions, whose practice is located on York Street in the Sydney CBD.
September 28, 2016
Combining financial planning and yoga to give the best advice
This planner takes the “fear” out of getting financial advice for women by using her solid experience as a financial planner and what she has learned from practicing and teaching yoga. Jo Leggatt writes.
September 26, 2016
Good content marketing is about getting your storytelling straight
Anthony O’Brien gives his three top tips on developing a better content marketing program – and how to implement them – for your financial advice business.
September 26, 2016
Saying industry funds are ‘anti advice’ is simply wrong
Pronouncing industry superannuation funds “anti advice” and saying they don’t recognise the value of financial planning just isn’t borne out by the facts. Simon Hoyle writes.
September 23, 2016
