Education centre used by financial planners as evidence of continuing professional development. Complete the online quizzes that accompany each article and immediately begin earning CPD points.
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.
iShares’ Christian Obrist answers ten popular questions investors have about ETFs.
The legislative trend since 2007 towards lower super contribution caps means financial services professionals must be even more vigilant about maximising their clients’ super contribution opportunities. Although several Federal governments have attempted to simplify the superannuation system, the contribution rules remain complicated, and may become even more so in future years.
CONCESSIONAL CONTRIBUTIONS
A technical expert from Capital Fund Management explores how alternative strategies can provide returns without increasing portfolio risk
Trustees looking to wind up an SMSF have a range of options available and one of the most appealing, Luke Costa writes, is rolling into a Small Australian Prudential Regulation Authority Fund.
Janet Manzanero-Caruana breaks down the detail of the pension loan scheme and looks at what types of retiree it could benefit.
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