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
SMSF trustees will have to dig deeper to pay for their aged care
The Aged Care Act, achieved with rare political cooperation, will put residential and home care on a more sustainable basis with individuals’ contributions...
Retirement income perceptions bear little relationship to reality
Peoples' notion of how they will fund their retirement habitually downplays the role of social security. Reflecting a lack of understanding about how the...
The funeral bond alternative providing tax and income advantages to older Australians
Funeral bonds offer a host of potential benefits, including preferential tax treatment and capped exemption from the Centrelink assets test. But not all...
Governance, representation on the agenda for super funds of the future: Morningstar
Megafunds are set to control trillions in member savings, and a few crucial themes are emerging that will figure in the future direction of the superannuation...
Upfront advice tax deductibility bid fails, but silver linings prevail
The ATO has dug its heels in, and is firm in its belief that upfront advice should remain classed as capital expenditure. But the FAAA did gain a significant...
Power of attorney practices 'inconsistent', and under-served by advisers: Report
A landmark report has uncovered a frightening lack of understanding about a financial enduring power of attorney, with financial advisers surprisingly...
Time to get proactive on $3M super tax changes strategies: KeyInvest
The new rules around superannuation balances over $3 million have many searching for ways to mitigate the impact. The tax advantages of investment bonds may...
SMSF trustees drift from advice towards accountants and... the internet
More and more SMSFs are being set up without the assistance of a financial adviser. As the gulf between demand and supply widens, consumers are looking at...
Advice in super declines as funds 'stuck' on member engagement: SuperRatings
Super funds are offering less and less advice services, despite members making clear that they need it more than ever. Fund advice has a relatively attractive...
Gargantuan funds and the 'second six': The state of super and what members think about it
KPMG’s latest Super Insights report shows the future shape that the industry might take, with distinct cohorts of funds now emerging across size and service....
Wealth transfer on hold: Boomers reluctant to down-size, content to wait
The data is a reminder that while this enormous shift of wealth is imminent, it won't happen before its time. According to AMP, more education about the...
Dwelling vacancies up, asking rents down... but real estate crisis far from over: SQM Research
It's an unlikely source of good news: property vacancy rates are up and rental asking rates have softened slightly. But SQM's Louis Christopher warns against...
One way to avoid the sequencing risk ‘nightmare’
Nobody really cares about outperforming benchmarks – they want to make real money and avoid real losses. Atlantic House thinks it’s got the perfect way to...
Labor risks repeating franking credit calamity with $3M super cap proposal
In the 2019 federal election, Labor’s proposal to abolish cash refunds for excess franking credits went down like a lead balloon. So, will the $3 million cap...