Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
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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...
Claims of Div 296 tax consultation 'confusing': SMSF Association
The association has hit back at spurious claims from the Treasurer that the government conducted "heaps of consultation" on its proposed tax for super balances...
Defined returns fund can soften retiree pain in next market turn: Atlantic House
The market will turn at some point, which puts a number of dangers in front of retirees. Australians have historically been wary of structured products, but a...
Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels
The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...
Government, not super funds, should be guiding decumulation: Grattan
The inertia that rules the retirement system means bigger ideas are needed if members are going to get the best outcome in retirement. And with millions set to...
Investment bonds gaining popularity as a gift to help younger generations: KeyInvest
A confluence of compounding returns, further contributions and tax-paid status make investment bonds an attractive option for grandparents looking to give...