Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
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- The Inside Adviser
'Great Wealth Transfer' to reach $124 trillion, putting adviser relationships at a premium
The first thing advisers need to remember, Cerulli notes, is that almost half the intergenerational transfer won't event be intergenerational, it will be...
Franked yield bonanza keeps retirees from selling beloved bank stocks
Self-funded retirees understand the capital risk in holding the ‘big four’. It’s one they’re prepared to take knowing their effective grossed-up yields...
Why H1 2024 may be a residential property buying window (for some)
It will be brief, geographically limited and may not come at all, but if SQM Research's prognostications are again correct there may be reason for aspiring...
Advisers in the lurch as Clearview 'terminates' $1.5B WealthFoundations retirement product
Clearview and trustee ETSL have raised eyebrows and confused advisers by shifting the popular WealthFoundations super and pension product to investment...
Super early access for housing would hurt every member’s balance
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds...
Life insurance advisers plead for reform before election muddies the water
While the government takes its time drafting the second tranche of advice reforms, representatives for the life insurance agency fear the ongoing delays will...
Borderless world still needs advice moored in jurisdictional expertise
Despite the high levels of demand, there are still very few providers that cater specifically to expats. It's a problem Edward Cole identified early on, and...
Division 296 Tax: Masterclass top 5 questions
The government may have proposed it as a "modest" change to the super system, but the effects will be far reaching. For advisers dealing with this latest...
Slashed dividend payments an income gut-punch for SMSF retirees
A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager...
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...