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Analysis

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 diffe...

by Columnist

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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 be...

    by Columnist
  • 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...

    by Columnist
  • 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 wor...

    by Columnist
  • 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 t...

    by Columnist
  • 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 b...

    by Columnist
  • 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 wr...

    by Columnist
  • 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....

    by Columnist
  • 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...

    by Columnist
  • 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 trusteesh...

    by Columnist

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