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Analysis

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02 October 2006 • By Columnist • 1 min read

Tax-effective strategies - impact of turnover - Column

Everyone has their own perspective on the fees and payments made within the wealth management industry and, I suspect, the perspective differs on whet...

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Aviva merges Turkish fund - Column

If ever there was a time for us to get our act together - this is it. There is a nine-month window of opportunity available today, that I believe will...

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A world-class business model

Some of my clients come to see me because their financial planner has suggested they use a reverse mortgage product and the product provider requires ...

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US funds should shun Tehran - Column

While most advisers recognise the need to provide their clients with a comprehensive client approach, they can allow their constant busy workloads to ...

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Fees and payments - Column

It is true, as many of us have publicly acknowledged, that the federal budget makes the retirement end of super simpler, better and likely to reduce t...

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Four Ps: pass or fail? - Column

The proposed changes to superannuation announced in the federal budget are aimed at simplifying superannuation planning and increasing the benefits to...

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Power without glory - Column

I wrote an article in a Melbourne newspaper recently about teaching our kids about money and responsibility. In all the years I have been writing for ...

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Taipei frees pension funds - Column

Did you know you don't own your body? On one view of the law at least there are no property rights attaching to a person's body. While you are aliv...

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APRA close scrutiny continues - Column

Making investment terminology simple is a personal obsession, as I have learned in more than 40 years of investment and financial journalism just how ...

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Employees being sued for their advice - Column

I doubt there exists throughout Australia any super fund trustee who has not given serious thought to the hazards and exposures of trusteeship. Thi...

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