Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
- Australian Ethical
- Ben Walsh
- Contributor
- Craig Brooke
- Cristina Lee
- Drew Meredith
- Greg Bright
- Ishan Dan
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- Jaxon King
- Kevin Pelham
- Kim Ivey and Michael Armitage
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
- Michael McQueen
- NIcholas Ali
- Nicholas Way
- Nicki Bourlioufas
- Rob Prugue
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
Death benefit litigation puts SMSF trustee role in focus
Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations....
'Absolutely too complex': SMSF body slams indexation rules amid cap increase
The likely 'double-bump' transfer balance cap increase to $1.9 million will exacerbate what is already an "overly complex" indexation rule that advisers have...
LRBA holders to ride property market out, despite volatility blip
Australians' penchant for property investment comes with the caveat that patience is a necessary virtue. This applies doubly so for fretful LRBA holders,...
Has there been a better time for retirees to invest?
Ever since the GFC interest rates around the world have been on a trajectory to zero, which acted as a proxy tax on investing for retirement for millions. But...
Death benefit litigation puts SMSF management in focus
Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations....
Tax deductibility review a ray of hope for adviser community
Advisers are rallying around the prospect of upfront advice fees becoming tax deductible after the ATO announced a review of Tax Determination 95/60.
Lifecycle super funds not aligned with investment mandates: APRA
Superannuation funds are more commonly offering 'lifecycle' investment options that adjust with a saver's age. But a recent paper by the superannuation...
ASIC pullback on $500K threshold sparks SMSF narrative change
After the regulator abandoned its $500K minimum balance guidance, the SMSF Association says it hopes licensees will reconsider some of the concerns they may...
Proposed changes to off-market share buybacks rile franking system advocates
Treasury has released for public consultation draft legislation aimed at closing a tax loophole for off-market share buybacks, prompting renewed fears over the...
Australians' retirement angst running high as economy wobbles
Sentiment around retirement prospects is declining across the board in Australia, with millionaires almost as likely as less affluent investors to believe it...
Life insurance commissions consent concerns 'misinformed': AFA
Concern about Michelle Levy's insurance advice consent proposal is off the mark and shouldn't get in the way of reform, the association's chief executive says.
Vanguard aims to undercut competitors with lifecycle super fund
Vanguard Australia recently launched a superannuation product aimed at undercutting competitors, with a low-cost default fund option that adjusts automatically...
Share falls and higher rates bite into superannuation balances
Australians should be putting more money into superannuation and diversifying out of property, some say, even as super performance remains a question mark.
Budget expected to maintain tax cuts, leave super alone
Experts forecast a more balanced budget with an even-handed dispersion of revenue and spending measures. Income tax cuts will likely go ahead, while super...