JOHN PERRI
Tools & guides
John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients....
Financial planning
The top client issue dealt with by advisers in May was concessional super contributions, compared to April when early access to super dominated clients’ questions, accord...
Superannuation
Accessing superannuation and understanding the conditions for release was forefront of many advisers’ mind last month, proving a hot topic for superannuation advice....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...