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There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy.
Investments bonds offer a number of flexible, tax-advantaged benefits, writes Emma Sakellaris, but these are often overlooked as old fashioned when it comes to portfolio allocations.
Changes to advice technology are prompting more interest from clients in digital advice so it is important that advisers understand the difference, writes Craig Keary.
There is lots to consider when withdrawing lump sum amounts from superannuation, writes Anna Mirzoyan, especially if they want to recontribute it at a later date.
Superannuation can be used each year to utilise tax and retirement savings, writes Tim Howard, so how can couples put theirs to best use to see the joint benefits?
When used for diversification purposes in a portfolio, writes Richard Quin, global credit can offer higher income for investors with less risk than equities.
Earnings acceleration is an underexamined metric that can add important diversification benefits to portfolio construction and provide investors with an additional tool, writes Laura Granger.
Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small business.
Anna Mirzoyan explains the various payment options and considerations when it comes to advising clients on total permanent disability insurance.
Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the process.
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