TIM HOWARD

Financial planning

BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...

Financial planning

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....

Superannuation

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...

Tools & guides

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

Tools & guides

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?...

Financial planning

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

Superannuation

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...

Financial planning

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...

Financial planning

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...

Financial planning

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago