Regulating investment property could be a reality
The development of a property platform is underway in Australia that could see real property brought into the regulated realm. The platform is called fractional property investing and, by bringing real property into the realm of regulation, it will enable financial planners to provide advice to investors with the same protections and benefits that managed funds offer them.
August 07, 2012
Olympic lesson for global markets
The International Olympic Committee (IOC) and financial market regulators should compare notes. With the London Games now in full swing, the IOC is continuing its fight against doping and the growing threats of match fixing and illegal bookmaking It’s been a Weill
August 06, 2012
In Focus: Courage of conviction
Given the events of the past three or four years, it might come as a surprise to learn that over the 20 years to the end of 2011, Australian shares were the second-best performing asset class. The June 2012 Russell Investments/ASX Long-Term Investing Report says the gross return from Australian equities was 8.7 per cent
August 01, 2012
August 2012:
Digital content
A guide to the Professional Planner August 2012 edition and links to authors and additional content.
July 31, 2012
A place for property in financial advice?
To recommend or not to recommend property Whether it is because of a lack of commissions, the risk of legal action or a lack of knowledge about the property market, many advisers steer altogether clear of recommending property investments.
July 31, 2012
Shhhh… don’t tell anyone we’re FoFA-compliant
Mascot-based boutique investment advisory business, Global Funds Management, part of the MyMoney group of companies, and fund manager QWL are the first to comply with Future of Financial Advice (FoFA) reforms.
July 30, 2012
“Groundhog Day” for asset allocation: Fidelity
The outlook for the new financial year may seem to be a groundhog year, with an apparent repeat of the past 12 months. Assets like corporate bonds, high dividend-paying companies and some property funds are rewarding investors whether the market moves up or down.
July 30, 2012
ASIC’s eye in the sky to monitor “bad apples”
The second phase of a risk-based surveillance operation and reference checking measures aimed at ensuring that “bad apple” advisers don’t move undetected between licensees are priorities for the regulator over the next 12 months.
July 26, 2012
“Paradoxical” Japan: bull or basket case?
Japan is tricky All too often during the past 20 years, foreign investors have been on the wrong side of the trade when it comes to Japan. Understanding Japan requires understanding not just the economics but the demographic, political and cultural factors at play
July 26, 2012
Capstone to target accountants in land grab
The Melbourne-based national financial planning group Capstone Financial Planning has signalled the beginning of an expansion drive with the appointment of a national network manager. Reporting to Capstone managing director Grant O’Riley, Jamie Johns has joined Capstone from Bendigo/Adelaide Bank, where she was senior manager of financial planning.
July 24, 2012
Knives drawn as timeshare gets FoFA carve out
The timeshare industry will be allowed to continue remunerating its employees through sales-based commissions after what the coalition described as a back down by government. The decision effectively carves out longstanding remuneration arrangements in the timeshare industry from the ban of commission-based payments included under the Future of Financial Advice (FoFA) reforms.
July 23, 2012
