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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.
Markets across the globe are treading murky waters as geopolitical issues impede on economic growth. But, writes Wheelhouse’s Alastair MacLeod, there are some investment strategies offering a diversified source of return to portfolios, including buy-write strategies.
Challenger’s Sean Howard looks at means testing changes and the benefits the changes offer for asset-tested retirees.
Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and explains why they can be an excellent parallel strategy to super, as well as an effective estate planning tool.
SuperConcepts’ Graeme Colley explains why self-managed super funds are likely to come under more scrutiny following recent court decisions and how trustees and their clients can be prepared.
Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most compliant way.
IOOF’s Claudine Siou explains how your super would be affected in the event of bankruptcy.
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