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14 May 2007 • By Columnist • 1 min read

Seeking a purpose in planning

One of my financial planning colleagues describes his business purpose as helping people to 'make work optional'. Both he and his clients are very cle...

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Reducing the risk of attacks on the will

It may not be the role of the financial planner to advise a client on how to make their estate 'challenge-proof... but the financial planner should at...

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The need for diversification

Something of interest to the ATO and APRA, is the trustees' attention to their fund's investment strategy. The Australian Taxation Office (ATO) rec...

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Risk, flying turkeys, debt and rabbits

It's very instructive to look at just where the stock market is in terms of risk Back in early 2003, it was difficult to get anyone to buy a share ...

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Technology that delivers better outcome for all

Use technology to make your business more productive, more profitable and potentially more valuable. The most valuable advice businesses in the wor...

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Case sheds further light on poaching clients

Can departing employees contact their employer's clients? If so, is there a limit to what they can say to those clients? A key staff member resigns...

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Tax-effective strategies - impact of turnover

This is the final of three articles on the tax effectiveness of managed funds, addressing fund turnover and capital gains taxes. This is the final ...

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The fight for talent

Counter offers, ruthless headhunters, escalating salaries, sign-on fees, and bumper bonus and incentive packages: if the past 12 months are any indica...

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Aviva merges Turkish fund

Aviva is planning to merge its life and pensions business in Turkey with that of Akbank and Aksigorta to create the country's largest pension provider...

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IBM staff get finance lessons

IBM has said it will begin a multi-million dollar personal finance and education benefit program for all its United States employees. IBM has said ...

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