Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
- Australian Ethical
- Contributor
- Craig Brooke
- Cristina Lee
- Drew Meredith
- Greg Bright
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- 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
- Ye Peng
Recalibrating the 's&it' filter for the digital age
It is an all-too-common occurrence these days that a financial adviser meets a prospective client following a significant inheritance, divorce or in the...
Rethink needed in the pursuit of retirement income
Leading equity manager Martin Currie has suggested the superannuation, advice and wealth management industry may have it all wrong, in its new research piece...
SMSFs on the horizon for trading platform Stake
Earlier this year, an army of small-time millennial traders successfully shook-up the US stock market and took on Wall Street. A shorting attack on a...
SMSFs back in vogue as investors seek control
This week saw the release of the Australian Taxation Office’s (ATO’s) latest quarterly data on the self-managed super fund (SMSF) sector. The...
The ten most important action points for SMSF trustees
The end of the financial year is closing in fast after what has been a tumultuous period for many in Australia. Despite a reasonably uneventful year for...
Magellan looks to booming retirement market, launches FuturePay
Magellan Financial Group (ASX: MFG) last week released its long-awaited new retirement product, called FuturePay. The product launch comes at an important time...
Minimum pension reductions extended until 2022
Prime Minister Scott Morrison took the opportunity at this week’s Liberal Party meeting to confirm that the minimum pension drawdown standards would be...
Another bumper year for super funds despite the pandemic
Superannuation research house Chant West, part of the Zenith Investment Consulting group, this week published their quarterly performance update on the...
Eleven new super funds gain AAA ratings from Rainmaker
As the industry fund sector embarks on what will be a busy and decade shaping year, Rainmaker’s recent release of its latest batch of AAA-rated super...
... as super 'overdone' - Ralston tells SMSF advisers
The switch in focus to retirement incomes, ahead of the introduction of the Retirement Income Covenant, was evident at the annual SMSF Association conference...
Forget politics, retirement strategies the real battleground
People talk about the importance of taking the time to build a platform for any endeavour. If that’s the case for developing a commercial mass-market...
Performance benchmark a cloud on horizon for SMSFs
It may be a lull between storms but the SMSF Association has no major political battle to contend with at the moment, instead focusing on smaller issues to do...
Industry super fund returns impacted by volatility
According to Chant West Research, the median ‘Balanced’ industry super fund delivered a return of 3.0% for the entirety of 2020; not a bad result...
Transfer balance, contribution caps set to increase
The Australian Tax Office (ATO) has flagged an increase in both the Transfer Balance (TBC) and Total Superannuation Balance (TSB) caps, which impact everything...