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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...

'Bitterly disappointed': Senate to push on with plan to tax unrealised gains

Tax on unrealised assets is virtually unheard of in Australia, and imposing one on fund members sets a dangerous precedent according to the SMSF Association,...

Not all retirees impacted equally by cost of living surges: ABS

The cost of living increased across all indexes in the March 2024 quarter. But while employee households carried the brunt of higher prices, self-funded...

Brand, advice or price? The factors that drive consumers to purchase life insurance

That consumers are influenced heavily by well known, trusted brands comes as no great surprise. What does, though, is that they rate life insurance as the...

Bank of Mum and Dad looks to investment bonds for property deposit

For many, planning to help kids and grandkids out with a first home deposit is something that needs to be done strategically, with timelines, capital growth...

'The Golden Times' launches, covering retirement investing and lifestyle issues for Australians

The Inside Network is launching a new publication aimed at keeping retirement-age Australians informed about investing, with a host of content designed to help...