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
Six-member SMSFs one step closer
It’s been a long time coming, yet it may finally be here. The arbitrary cap on the allowable number of SMSF members, limiting funds to just four people,...
Advisers should expect more changes with insurance
For many advisers, life insurance is an important part of their income. But unless the insurance sector changes its business lines, particularly with...
Income targeting in a Retirement Portfolio
Given the Retirement Income Panel’s work over the past year, super funds need no more motivation to answer the critical question: how can funds deliver...
Super funds back to breakeven - the members?
Superannuation research house Chant West released their latest update on the performance for the September quarter. Industry groups quickly jumped on the news...
Governments hurt pensions adequacy
Australia has slipped from third place in the world rankings for adequacy, sustainability and integrity of our super system to fourth place, being leap-frogged...
The cost of transition
Systematic investment group Parametric, offer a case study into the most important issue missed by institutional investors when they seek to change investment...
Eaton Vance
Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies....
Finally, a win for retirees
The ATO delivered some positive news, approving fractional property investment platform Domacom's' application to broaden the use of the $300,000 downsizer...
Queenslanders drain retirement savings
Despite coming through the COVID-19 lockdowns seemingly unscathed, it seems that Queenslanders have been dipping the hardest into their superannuation under...
SMSF operating costs get a reality check
Clients who have put off establishing a self-managed super fund due to the assumed high costs may be put at ease after the Australian Taxation Office released...
Covid-19, market turmoil, prompt move to SMSFs
Preliminary unofficial data on registrations of self-managed super funds (SMSFs) points to resurgent popularity of the vehicle. While Australian Taxation...
SMSF auditors in hot water
SMSF auditors have been put on notice after the Tax Practitioners Board (TPB) found several tax practitioners falsifying self-managed superannuation fund...
Industry funds reign supreme
Sunsuper, QSuper and UniSuper are among the top funds announced at the annual Chant West Super Fund Awards. The $75 billion Sunsuper won Super Fund of the...
Advisers inundated with early release super enquiries
Strongly divided views about the wisdom of using the early release from superannuation have prompted large numbers of fund members to seek the advice of...