Best Practice

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Roundtable part 1: Financial literacy featuring the AFA Practice of the Year and Adviser of the Year finalists

From AdviserVoice - this article is proudly brought to you by Zurich

On the eve of the Finalist showcase, AdviserVoice gathered together all of the finalists for the AFA Adviser of the Year and Practice of the Year Awards along with awards... Read more continue reading

07 Oct 2014

THE business opportunity for professional advisers

From Tony Vidler - Adviser to the Advisers

The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. If the majority of small business owners are... Read more continue reading

07 Oct 2014

Raising the bar for gender pay equality

From TAL

Group CEO of Australia’s largest life insurer Jim Minto yesterday issued a challenge to corporate Australia in his new honorary role of Pay Equity Ambassador for the Workplace Gender Equality Agency... Read more continue reading

01 Oct 2014

Business strategic plans continue to fail the ‘Mike Tyson’ test

From Converge Consulting

Irrespective of the countless books that are written on the need for businesses to carefully develop and implement their strategic plans, they (the business plans) continue to fail at alarming... Read more continue reading

01 Oct 2014

Mediation opportunities in the family business sector… Potential greenfields – but caution is required

From Family Business Consultants Network

At the recent National Mediation Conference held in Melbourne, Family Business Consultants Network (FBCN) Chair, Jon Kenfield, presented an in-depth insight into how experienced mediators could become valued advisers to... Read more continue reading

30 Sep 2014

The 5 levels of professional competence

From Tony Vidler - Adviser to the Advisers

A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services... Read more continue reading

29 Sep 2014

OneVue and IMAP educate on managed accounts

OneVue will play a lead role in industry education on the rapidly growing managed accounts sector. The wholesale superannuation solutions provider yesterday announced it has renewed its sponsorship of the industry’s peak... Read more continue reading

26 Sep 2014

The 5 levels of professional competence

From Tony Vidler - Adviser to the Advisers

A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services... Read more continue reading

22 Sep 2014

Licensee Breaches: When in doubt, report

From The Fold Legal

The Australian Securities and Investments Commission (ASIC) is reminding Australian Financial Services (AFS) licensees that significant or likely breaches of their obligations must be notified within 10 days. Managing Director... Read more continue reading

19 Sep 2014

AMP’s Horizons launches online Masters with Griffith University

From AMP Horizons

AMP’s financial planning academy Horizons, will launch an online Masters program with Griffith University which will allow candidates to gain a Master of Financial Planning through a flexible program that... Read more continue reading

12 Sep 2014

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]