Shooting the messenger and shooting yourself in the foot
Resentment towards the media for revealing financial planning’s dark underbelly has been misguided. It was the prod that the industry required. Michael Pascoe writes.
April 07, 2016
Pricing structure for CPA Australia Advice licence fees revealed
Pre-launch information tells accountants about the benefits and costs of becoming authorised representatives. Simon Hoyle sums it up for you.
April 06, 2016
Heart of the profession Future2 works to engage more members
Future2 is firming up its structure for assisting FPA professionals with their obligation to give back to the community. Simon Hoyle reports.
April 06, 2016
In focus: Humble mongrels scouring the universe for megastars of tomorrow
The characteristics that make small-cap fund managers good at what they do include tenacity, a willingness to admit mistakes, and a disciplined view on what drives long-term value creation.
April 06, 2016
Index investing is dumb
(Part 1 of 2)
If stable blue chips with no growth dominate the index, the index won’t grow either. Roger Montgomery believes index investing is misguided.
April 04, 2016
The nitty-gritty of holding assets in an SMSF
The mechanical aspects of holding assets are very important. And best practice may differ from just holding to the letter of the law.
April 04, 2016
The things you’re liable to read in the ATO bible ain’t necessarily so!
Max Newnham challenges the interpretation of an ATO ruling in the case of a taxpayer whose gain on an asset was treated as business income.
April 01, 2016
Advice for accountants: don’t learn the hard way
After five years and three false starts trying to establish a viable financial planning arm, Initiative Group gave it one more shot. Greg Holman writes.
April 01, 2016
2016’s first quarter has been a tale of two sentiments
Tom Stevenson suggests that six weeks of impending recession before six weeks of relative optimism means the the roller coaster has ended close to where it started.
April 01, 2016
Managers should change their language and focus on income
Risk should be defined as the inability to meet retirement income goals, so investors and their managers should forget alpha and other “distractions".
March 30, 2016
How to navigate a low-interest rate, low-growth world
Since the economic tailwinds that helped us breeze through the GFC have turned, there are no easy investment decisions. Nathan Bell writes.
March 30, 2016
