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GEARING
Financial planning
Financial planners face a paradox with gearing as using it to boost a client’s overall returns increases risk....
Financial planning
It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....
Editorial
As the push into defensive assets continues while markets head south, neglected asset classes continue to attract more of the spotlight. However Rob Keavney argues not al...
Financial planning
As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...
Policy & Regulation
While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...
Financial planning
Gearing for investment can cover a range of products and strategies. Paul van Rooyen examines gearing in home equity and margin lending as part of a wealth creation strat...
Financial planning
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
Superannuation
Superannuation is still one of the best ways of saving, with the most attractive tax options, says Morrows director superannuation services Murray Wyatt....
Financial planning
Many are viewed as being vulnerable. Or the weak link of the financial planning industry. However, for many younger practices in the running for podium standing, being th...
Financial planning
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
Financial planning
No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...
Financial planning
Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...
Financial planning
Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....
Financial planning
No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...
Financial planning
In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...