John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients....
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...
Accessing superannuation and understanding the conditions for release was forefront of many advisers’ mind last month, proving a hot topic for superannuation advice....
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. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...