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The Government’s Quality of Advice Review is one of the most important financial services policy reviews to be held in recent years. It will consider improvements to the regulatory framework to reduce...
The recent changes introduced to superannuation contribution rules provide increased opportunities for cash out recontribution strategies. While the strategy aims to increase the tax-free portion of s...
A person’s superannuation savings are accumulated at the individual level. While you can own an investment property, shares, or have a joint bank account with another person, your superannuation is un...
The relationship of earnings acceleration to outperformance has had only limited empirical studies. In fact, most studies focus on the US market, and we believe our research is one of the first to exa...
One of the fundamental requirements for applying capital gains tax (CGT) concessions is the asset being sold must be ‘active’ and this is not always as easy or straight-forward as it sounds.
The ba...
ASIC RG 146 Knowledge Requirements:
Life Insurance
When providing insurance advice to clients, a common strategy considered by financial planners is holding insurance in superannuation where possible. There may be various benefits in holding insurance...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
Absolutely agree with you on this Les. That's how I see it too. The client facing "new" SOA document might shrink down a...
Most advisers are now degree-qualified with many years of actual practical industry experience, and are fully-qualified ...
This is all so ridiculous. I have 33 years experience, and have studied hard over the last 4 years to obtain the gov...