EARN CPD POINTS

Tools & guides

Bryan Ashenden lays out who should be taking advantage of the Government’s downsizer strategy and why, and how advisers can help them do so....

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Tools & guides

Christian Obrist makes the case for international equities and outlines how investors can get them into their portfolios....

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Tools & guides

Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament....

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Features

Tim Sanderson writes that some small business owners selling their business assets could be eligible for one or more capital gains tax concession, and navigates the tips ...

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Features

While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of...

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Tools & guides

With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules....

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Tools & guides

Mark Gleeson explores how having too much money in superannuation could stop advisers’ clients maximising the retirement benefits available to them....

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Tools & guides

For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 11 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 12 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

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. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago