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Edition: 28

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Edition 28

  • 23 August 2013

Peter Kell on FOFA and ASIC's five red flags, term deposit alternatives, promising research in superannuation, plan for dependants and more on death benefit pensions.

FOFA and ASIC’s five red flags

ASIC will be conducting both proactive and reactive surveillance activities, looking for licensees who fail to address FOFA issues. In particular, there are five 'red flags' relating to advice practices which ASIC has identified.

Where to now for term deposit investors?

The cupboard is looking bare for the defensive allocation in a portfolio, with the real cash rate in Australia at zero. We look at the range of interest-producing investments available to generate better income.

Exciting times in superannuation research

The broad range of research areas and techniques used instill confidence that the academic researcher community will contribute significantly to improving superannuation choices and retirement outcomes in future.

Estate planning for families with carer responsibilities

Gifting an estate absolutely may not be ideal for family dependants who are unable to look after their own financial affairs. Plan ahead and check these tips if you are the carer for a family member.

Reversionary versus non-reversionary income streams

Whether a reversionary or non-reversionary pension is better is not straightforward and depends on the circumstances of the case, but it's an important part of estate planning.

Most viewed in recent weeks

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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