The ATO has given the green light for advisers to use simple super recontribution strategies for their clients, writes Deborah Wixted....

Changes to tax rules have simplified the tax treatment of superannuation savings transferred from overseas, writes Kevin Smith....

Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....

One of the persistently used objections to choice of fund is ‘mis-selling’....

Rudy Haddad finds out what ‘gainfully employed’ really means....

Many financial planners are defining their target markets in the wrong way. Carolyn Stafford looks at how this can be turned around....

Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...

Helping your clients get what they need requires a team effort from you and a host of other professionals, says Jennie Murray....

Tony Rumble argues the risk of protected loans can be diminished if used in a progressive manner....

Competition for clients is heating up among financial planning firms, particularly the small to medium boutique firms, but there are some serious service gaps in the prod...