Try some technology – you may be surprised how simple it is
Touted as key to deeper client engagement and scalable advice, technology nevertheless scares many advisers. Jon Shaw explains.
March 07, 2016
Know the warning signs of aggressive tax planning schemes
The ATO helps financial planners recognise and report ATP schemes, as they both exploit the system and pose risks for clients and advisers.
March 07, 2016
Lack of trustee knowledge remains a big concern for the ATO
Most SMSFs are set up with individuals, not corporations, as trustees and the regulator is concerned about the level of their understanding.
March 07, 2016
CPA Australia is preparing to practise what it preaches
It is conceivable that truly independent advisers could become a lot less rare as accountants sign up with the CPA’s new advice business.
March 04, 2016
How much money or time would you invest in dolphins?
Clients don’t actually want to “put their money where their mouth is”, but science can help you to know their true investment preferences.
March 04, 2016
Steering SMSFs through decumulation and dementia
We can’t prevent ageing, but through forward planning we can head off potential legal difficulties that accompany loss of capacity.
March 04, 2016
Superannuation fund of the year and other winners revealed
The winners of the fourth annual Conexus Financial Superannuation Awards were announced last night at a ceremony in Melbourne.
March 04, 2016
BlackRock: Attractive yield an increasingly risky proposition
Striking a prudent balance between income and risk requires a combination of traditional and non-traditional investments, according to Justin Christofel, US-based portfolio manager for BlackRock’s Multi Asset Portfolio Strategies Group. “Finding attractive sources of income is no longer as easy as it once was, with investors increasingly needing to take greater levels of risk to
March 03, 2016
Class announces significant business milestone of over 100,000 billable portfolios
Class is pleased to announce that the company has reached a significant business milestone, with over 100,000 billable portfolios now on Class. As at 29 February 2016, there was a total of 100,025 billable portfolios on the Class system, an increase of 3,388 portfolios since 31 December 2015. Of the 100,025 billable portfolios now on
March 02, 2016
Companies still have a long way to go in improving ESG reporting
Environmental, Social and Governance (ESG) investing practices have evolved and grown rapidly over the past five years yet 13 per cent of ASX200 companies currently fail to provide meaningful information on sustainability factors and a further 17 per cent provide only basic information [note 1]. In recognising the value of transparency and disclosure in reporting
March 02, 2016
netwealth and IRESS deliver straight-through processing
netwealth and IRESS have teamed up to offer advisers ‘straight-through processing’ for new applications, reducing the need to re-key information, and significantly increasing back office efficiency. Advisers using netwealth, and the latest XPLAN release, will be able to seamlessly submit client information and product recommendations from XPLAN directly into the netwealth application system using XPLAN’s
March 02, 2016
Concentrated equity strategies can boost returns and reduce downside risk in volatile markets, says AB
Investors seeking refuge from equity-market volatility in passive strategies should consider combining them with a concentrated equity allocation to improve overall risk-adjusted returns, global asset manager AllianceBernstein (AB) said today. “While passive investing is cheaper on the surface, we think investors are taking on more risks than they know,” said Mark Phelps, AB’s Chief Investment
March 02, 2016
