Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
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- Lachlan Maddock
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- The Inside Adviser
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Div 296 gets a makeover, as government reads the room
So, the scuttlebutt had substance: the government has backed down several controversial elements of its Division 296 super tax reform package.
Wealth in motion: Advisers face the reality of the great transfer
The great inter-generational wealth transfer is not something that's imminent, or on the horizon; it's happening now, and advisers need to get to grips with it.
Are SMSFs better investors; or beneficiaries of a free ride?
SMSFs' net assets have grown as fast or even faster than Large Super over recent years; and their investment returns have been vastly better. There is a simple...
When can SMSFs be treated as wholesale?
It's a vexed question as to when SMSFs can be treated as wholesale investors. Here, senior AFCA representatives run through what financial advisers need to...
Australian Ethical Intergenerational Wealth series: Dylan Pargiter-Green
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Australian Ethical Intergenerational Wealth Series: John Bongiorno from Alba Cheese
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Australian Ethical Intergenerational Wealth Series: Tim Williams from Fieldwork Coffee
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Beyond the honeypot: Why investment bonds are back in vogue for inter-generational wealth
Speaking at The Inside Network’s INPractice Masterclass, Tom Huntley of KeyInvest highlighted the resurgence of investment bonds as a flexible, tax-effective...
Looming super tax change prompting high-net-worth rethink
Labor failed to get its legislation to tax the earnings on SMSF portfolios exceeding $3 million pass the Senate in the previous Parliament. With the Greens...
Industry calls for bipartisan commitment to rule out taxation of unrealised gains
With the election campaign entering its final stages, a coalition of leading industry associations is calling on the Prime Minister and the Opposition Leader...
Do we really want less choice for Australian retirees?
Last week's conveniently ‘leaked’ government proposal on its plans to revolutionise retirement income for all Australians has brought retirement back into...
SMSF sector's 'rude health' has the setting to get even ruder, conference told
If any SMSF specialist advisers needed a peptalk, they got one over breakfast at last week's National Conference — and it might have surprised some.
Illegal SMSF access a problem, but focus on the bigger super picture
Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not...
Why women will get 95 per cent of the US$54 trillion spousal wealth transfer
By dint of the fact that they have longer life-spans, women are set to receive the vast majority of spousal inheritances in the next quarter century or so. For...