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 lack diversification, still underweight international shares
With new data showing offshore share investments comprise just 2 percent of total self-managed superannuation fund assets in Australia, advisers are warning...
Start clients on values early to avoid 'biggest fear' upon wealth transfer
Praemium's Matt van Dijk sat down with Brisbane adviser Francis Rigby to talk about the most commonly unmet advice need in the country. Talk about values with...
High tax-payers set to gain max benefit from investment bonds: Foresters
For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.
Art investment in SMSFs 'not easily done', but trustees backing their taste
With almost $600 million worth of SMSF assets held in art - up 54 per cent since 2016 - the original alternative investment is seeing a significant resurgence...
Reprieve in sight for franked distributions funded by capital raisings
Stakeholders have welcomed a recommendation from the Senate Economics Legislative Committee that the government review its controversial plan to limit franking...
Shhh... don't mention the wealth: Family offices fret about online boasting
A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and...
'Neither simple nor fair': Super stakeholders push back over unrealised gains hurdle
While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed...
Upfront advice tax deductibility a possibility mid-2023 after four years of consultation
Back in 2019, then-FPA CEO Dante De Gori and Tangelo Advice Consulting's Conrad Travers engaged the ATO to see if it would be open to updating guidance on the...
'Not aligned to reality': Tomorrow's retirees want $99K per year in today's terms
Working Australians aren't getting real when it comes to plausible retirement ages and income levels, according to data from Vanguard, with a new report...
Budget delivers cost-of-living relief and surplus, but super tax provisions draw industry ire
The federal government plans to use part of the $4.2 billion projected budget surplus to provide cost-of-living relief for Australian households and small...
Super fund satisfaction levels drop as market volatility bites
Australians across the board are less satisfied with their superannuation funds than they were a year ago, a new report from Roy Morgan showed, with share...
Super caps: Keep calm and carry on (for now)
The Treasurer's plan to limit concessional tax treatment within super at $3M comes without a lot of the details required for effective retirement planning....
Downsizer, NALE rule changes top shifting regulatory backdrop for SMSFs
Peter Burgess told the SMSF Association's National Conference the industry group has pushed for some of the developments, while it continues to oppose others,...
'Not a honeypot': ATO flags increase in illegal early access to super via SMSFs
The success and popularity of SMSFs has also given several hundred thousand people direct access to their retirement savings. More concerning, the ATO...