CASH FLOW

Editorial

Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....

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Superannuation

Centric Wealth has pointed to pitfalls now confronting SMSFs in meeting insurance requirements....

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Financial planning

ASIC has proposed the tightening of rules for some platform operators and responsible entities of managed investment schemes....

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Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

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Life/Risk

When it comes to income protection, clients’ individual circumstances will dictate whether that cover is held inside or outside of superannuation. TAL’s David Glen weighs...

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Editorial

Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...

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Editorial

AMP Capital's Craig Keary warns investing in term deposits may prevent investors reaching their financial goals and suggests other ways to find yield....

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Funds management

Investors need to focus on the income derived from property investment rather than rely on capital growth to temper negative gearing, says Smartline Personal Mortgage Adv...

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Financial planning

Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....

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Editorial

Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...

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Superannuation

Clients will be able to purchase AIA's income protection product range entirely through their superannuation following a number of product upgrades announced by the insur...

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Tools & guides

General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...

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Financial planning

Bibby Financial Services national sales manager Gary Green has called on the Government to provide tax relief to small businesses....

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Editorial

Disaster in Europe seems to have been averted - for now. However, improved equity performance should not evoke a newfound sense of optimism and risk appetite. The world h...

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Editorial

Tom Stevenson discusses the concept of investing in equities – not cash – for income....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

5 days 16 hours ago