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Bill Shorten: super nerd
A self-confessed superannuation nerd, Minister Bill Shorten has confessed to being “utterly excited by superannuation” and, in quieter moments, reflecting on the “sheer size of our system”. Speaking on...
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Dividend investing: more to shares than price
Many investors in Australian shares consider their investment to be successful if the share price has risen since they bought the shares. While capital growth is important, it’s certainly not the only...
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In focus: On the REIT track in Asia
A healthy economy begets a healthy property market, and there are few healthier economies around at the moment than those in Asia. Economic growth in 2014 is forecast at 6 per cent year-on-year for...
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Risk specialist with affinity for big and small
The industry trend towards specialisation and an open approved products list (APL) are attracting risk specialists to new kid on the block Affinia, with 30 advisers signing up in the past few months....
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Budget wrap: industry welcomes continuity
Sighs of relief greeted Tuesday’s federal budget, which contained few surprises and no further changes to personal superannuation. While some in the industry had predicted changes that would reduce...
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Property shares and spruikers
The regulator cracks the whip on an errant property spruiker, AFA launches Inspire for women and property trumps shares in a cautious quarter. Watchdog cracks down on SMSF property spruikers ASIC has...
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Practice management: back to basics?
Matthew Fogarty has spent the past few months traveling around the country and listening to the challenges that advice practices are having with the impending reforms. Here’s what he found. In the past...
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FoFA, merger test for ipac’s Steele
After three months in the job, ipac managing director Tim Steele concedes that his timing could have been better. Installed in the role after an AMP management shake-up across its advice business late...
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PJC green light to enshrinement law
The enshrinement of the terms financial planner and financial adviser in law is one step closer after a Parliamentary Joint Committee (PJC) report recommended government proceed with legislation....
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Beware the cookie (cutter) monster
Financial planners should be wary of offering “cookie-cutter” advice when the Future of Financial Advice (FoFA) reforms start in July, ASIC commissioner and deputy chairman, Peter Kell, has warned....
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Banned insurance broker gets jail sentence
A former South Australian insurance broker has been sentenced in the Adelaide District Court after pleading guilty to three charges. Craig John Horsell was fined $75,000 and sentenced to three years in...
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Risk licensee predicts new wave of boutique advice
Former Apogee Financial Planning managing director Wayne Handley has announced the launch of Bombora Advice, a boutique risk licensee hoping to take advantage of industry specialisation. Headquartered...
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Naming of parts: planner versus adviser
“Today we have naming of parts,” begins a poem by Henry Reed. “Yesterday, we had daily cleaning. And tomorrow morning, we shall have what to do after firing. But today, today we have naming of...
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ASIC foils complex scam targeting Aussie investors
China Environment Group Limited (CEG), a company incorporated in the British Virgin Islands, and its sole director, John William Ullmann, have consented to Federal Court orders preventing them from...
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Behavioural finance: getting into a client’s head
In any investment category there is invariably a broad spectrum of views, many of which are in outright opposition. This article by Nick Armet, an investment director at Fidelity Worldwide Investment,...
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How social media opens doors to cyber attack
Friday’s revelation by the Financial Times that several of its blogs and social media accounts were “compromised by hackers” has highlighted the growing risk of cyber attacks. While the Syrian...
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First 12 months of FoFA crucial: Securitor
Ensuring that the best financial planning practices not only survive the Future of Financial Advice (FoFA) reforms but thrive in the new environment and enjoy long-term stability is a key challenge for...
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AustralianSuper wins Super Fund of the Year
The winners of the inaugural Chant West | Conexus Financial Super Fund Awards were announced last night in a ceremony at Ivy Ballroom in Sydney, with more than 300 guests in attendance. Awards were...
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