TOOLBOX

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....

Tools & guides

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

Tools & guides

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

Tools & guides

Superannuation has faced a plethora of legislative change in recent years. Bryan Ashenden breaks down what advisers need to understand about these to take the scare facto...

Tools & guides

Suzie Brown outlines some of the key considerations for financial advisers when making life insurance recommendations and provides an overview of the upcoming legislative...

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 ...

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...

Features

Valid death benefit nominations offer security to clients, but advisers need to understand exactly how benefits will be paid out by super funds and ensure they fit with c...

Features

William Truong breaks down which superannuation reforms advisers need to factor in for clients considering making personal super contributions....

Tools & guides

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

Tools & guides

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

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....

Tools & guides

With the return of volatility across global markets and some investors calling the top of the equity cycle, Christian Obrist and Blair Hannon ask whether now is the time ...

Tools & guides

Bryan Ashenden explores some of the announcements made regarding superannuation in the 2018 Federal Budget and what they may actually mean for your clients....

Tools & guides

Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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. ...

4 weeks 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 3 days 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 6 days ago