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With the Budget postponed until October, the economic stimulus measures implemented for COVID-19 mean advisers have to contend with a whole new world, writes Jeff Scott.
As the impacts from the COVID-19 pandemic rattle the nerves of investors, writes Jun-Bei Liu, many are turning their attention to long/short equity strategies in a bid to capture the benefits of a falling market.
The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes Emily Chen.
There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mistakes.
A key concern with the move to an aged care home is having enough money to fund costs, writes Minh Ly, but strategies can be used to help clients maximise their cashflow.
IOOF TechConnect’s Mark Gleeson explains the changes that advisers need to be aware of for their clients ahead of the move from Newstart to JobSeeker Payment this month.
Business owners or self-employed individuals in Australia present an opportunity for advisers to engage with customers who may have a greater net-worth and need for financial advice, writes David Glen.
Advisers need to ensure contribution strategies for this financial year are carefully planned as there is no indexation of the $1.6 million super caps from July, Bryan Ashenden writes.
David Barrett looks at the complexity of the tax (financial) advice regime.
Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income.
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