Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
- Australian Ethical
- Ben Walsh
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- Craig Brooke
- Cristina Lee
- Drew Meredith
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- Ishan Dan
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- Kim Ivey and Michael Armitage
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
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- NIcholas Ali
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- The Inside Adviser
SMSF market twists itself into new shapes, but will advisers follow?
It seems that while the older generations may be tilting towards simplification, the younger generations are looking for control and engagement. For financial...
$3.5 trillion wealth transfer disputes mean families need to think outside the box
With so much capital changing hands through estate transfers in the next few years, the potential for confusion and contention is high. A new whitepaper from...
BlackRock's Fink looks to Australia's 'good model' for US super system
Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution...
'No shortage of issues' with overseas property investing for SMSFs: Deloitte
There are far simpler avenues to overseas diversification for your SMSF than property, but if you are going to take this complex, and somewhat risky route, you...
SMSF advice review to focus on set-up suitability and early access: ASIC
Both illegal early access and SMSF suitability are known concerns of the regulator, but Sciacca noted that the driver of this review is ASIC's desire to audit...
Modelling shows early $20,000 'gift' closes SMSF gender imbalance: Class
The gender gap may be closing in SMSF balances (and at a much faster rate than APRA funds), but it's still a glacial pace. Class modelling shows that an early...
Home bias saw SMSFs outperform APRA funds during brutal 2022 market slide
In a year when Australian equities far outperformed international stocks, APRA-regulated funds felt the brunt more than SMSF trustees, who still favour the...
Super funds failing to understand the needs of vast middle market: Report
The financial needs of a staggering 64 per cent of retirees sit beyond the comprehension of super funds, a new report states, because there is too much...
Policymakers urged to simplify ‘unnecessarily complex’ SMSF system
Transfer Balance Caps, Super Balance Thresholds and the rules overseeing the notice of intent to claim a tax deduction are all overly complex and could do with...
Retirement confidence has nothing to do with markets, but cost of living does
Markets may have outperformed in 2023 after a dour 2022, but it wasn't enough to lift confidence in retirement as cost of living pressures continued to cloud...
Life insurance advice on life support... but can it be saved?
The life insurance advice sector has been battling a host of issues, including an ill-fitting education program, remuneration uncertainty and product design...
Investment bonds 'ideal vehicle' to protect will wishes: Foresters
Transferring wealth between estates can be problematic, but investment bonds can add surety by dint of their position outside of a deceased estate according to...
Life insurance advice levels sink as people turn to alternative sources
The problems afflicting Australia's life insurance advice industry run deep, with pundits estimating there are now less than 1,000 pure risk advisers left in...
Opportunity next: Capturing the great generational wealth transfer
Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible...