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
- 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
Is the property boom already over?
“House prices could fall 20 per cent” read the headlines last week. Chris Joye, the founder of fixed-income manager Coolabah Capital, wasn’t...
Industry super switching amid pandemic under review
The regulatory focus has once again returned to the industry or union superannuation fund sector in recent weeks. The Australian Securities and Investment...
Family offices fret on 'legacy' - and confront succession
Australian family offices are becoming more ubiquitous. But stresses are starting to show in their approach to tackling climate change and succession. The rise...
'Unprecedented times' in annuities rush
“So much of our advice process and even our industry has grown up around the accumulation process in superannuation,” says Angela Murphy, CEO of...
SMSFA partners with Deakin and Kaplan
Deakin University, the largest provider of postgraduate qualifications to the financial planning sector this week announced a partnership with the SMSF...
When disenchantment follows the honeymoon
In the Allianz Retire+ five phases of retirement, wedged between phases three, ‘liberation’, and four, ‘reorientation’, comes...
Could politicising super depoliticise it?
Coalition Senator Andrew Bragg has been outspoken in his concerns about the growing power of the industry (or union) superannuation sector. Between himself and...
Retirement incomes the new battleground for advisers
The government feels it has adequately dealt with the issue of how financial advisers go about their business. Now it is focused on the advice itself, with...
What advisers need to know about dementia
The ageing population has many implications for financial advisers – more than the growing numbers either transitioning to or already in retirement....
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...