BT has shared the top queries asked by advisers in the most recent quarter, including downsizer contributions into super and tax-free retirement income streams....

Clients are still going to need to meet the work test if they want to claim a deduction for a personal contribution despite the removal of the work test for voluntary con...

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...

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?...

COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....

Clients are likely to miss out if the Treasury Laws Amendment (More Flexible Super) Bill is delayed further as they may be too old to use bring-forward contributions befo...

With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....