Jun 30, 2017

An unplanned and complicated pregnancy forced egg grader Zaneta to stop work early and go on claim with the full support of her financial adviser . Gold Coast-based adviser Jodie Douglas, principal of Mad about Life, explains.

Jun 30, 2017

Professional advice is the key to the life insurance industry’s return to double digit growth and satisfactory profits, according to ClearView chairman Bruce Edwards.

Jun 30, 2017

The rules around transferring a lump sum from a UK pension scheme are now tougher under recent changes to the UK pension transfer legislation. Failure to comply could result in unauthorised payment tax of up to 55 per cent, Jeffrey Scott writes.

Jun 30, 2017

If financial advisers want consumers, regulators and the media to see them as fully-fledged professionals they must renounce the FSC’s draft APL standard and petition for open APLs, Chris Blaxland-Walker writes.

Jun 2, 2017

Significant changes to superannuation including new concessional superannuation contribution caps apply from July 1. Jeffrey Scott examines the impact on financial advisers and their clients.

Jun 2, 2017

Half of advisers expect their revenue to take a hit under LIF but around 20 per cent see LIF as an opportunity to enhance their business model, diversify their revenue and lift profitability, according to the 2016 Investment Trends Planner Risk Survey. What will the 2017 survey discover?

Jun 2, 2017

The dismal performance of active fund managers in 2016 has re-ignited the active versus passive management debate. Even though it appears investors are paying dearly for ‘nothing’, there are reasons to hang in there, argues investment analyst Jessica Schlosser.

May 11, 2017

The superannuation and Centrelink changes contained in Tuesday’s Budget are relatively mild compared to the barrage of changes announced last year. That said, a number of proposed measures have potential implications for financial advisers and their clients. Mel Bendeich explains.