Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
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Generation Life gets flexible on annuity product after adviser consultation
While the need for retirement income solutions is great enough to be mandated in some corners, the local annuity market remains a tough nut to crack. So...
Investment bonds easing financial stress for tax-savvy consumers
There may be some caveats, but investment bonds can serve as a tax efficient investment vehicle. This is especially so when planning for life events like...
ATO gets serious about data, warns taxpayers against income mismatches
The Australian Taxation Office has extended its data collection to more rigorously check numbers in FY23 tax returns and cut down on tax cheats. Advisers and...
FSC maps out alternative super spending path for retirees
The Financial Services Council commissioned the Retirement Income Policy Roadmap to help the superannuation system put greater emphasis on the drawdown phase....
'Too big an issue': Levy questions whether super funds can handle advice expansion role
If super funds can't implement the retirement income covenant's mandate to provide retirement guidance, the review lead pointed out, how are they going to...
Rate hikes and mortgage stress will lead to increase in distressed selling: Analysts
Rate hikes are causing anxiety for Australian mortgage holders, with new research showing seven out of 10 worry about missing repayments. As large numbers of...
The 'safer sandbox': Government doubles down on super path to increased advice access
The minister is putting his financial advice eggs in the superannuation basket, with dramatic changes to the existing intrafund advice models being considered....
Orwellian doublespeak and the great 'retire rich' lie
Breaking superannuation into three different funding models may not be the right answer, but at least it cuts through the fallacy at the heart of our...
'Macro event' to erase property market's 2023 gains in second half of the year: SQM Research
The domestic economy is reaching a tipping point, says SQM Research's Louis Christopher, with the property market only a step behind. Valuation increases...
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...