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Michael McLean looks at key year-end strategies clients can apply to manage tax effectively and boost savings in light of the 2016 Federal Budget....
With the blurring of what services financial advisory practices deliver, advisers need to define what drives value in their business to stay on top of their game, David C...
While understanding the intricacies of SMSFs require specialist training and education it is well worth the effort for advisers to be able to provide comprehensive SMSF a...
Life insurance solutions should be linked to impacts, not causation, and should provide benefits based on the claimant's outcome of an illness rather than just on the con...
If there is one pattern emerging in portfolio management, it is that avoiding the resources sector has benefited investors as much as choosing to invest in other sectors ...
Advisers could face hefty lawsuits if they are unable to keep pace with regulatory change and capability development. Jassmyn Goh finds out how advisers can avoid legal t...
The Federal Government has lost sight of the long-run Budget benefit of encouraging retirement incomes self-sufficiency by lowering the concessional super contribution ca...
The Australian Securities and Investments Commission has acknowledged that it has had little cause to scrutinise insurance claims handling and it will be highly reliant o...
Holding personal insurance through super may be worth considering for the right client, and advisers need to be aware of not only the benefits but also the tax consequenc...
Outsider skimmed through Money Management’s Salary Survey to find some interesting results about education levels between planners in banks and their peers in the super s...
Outsider notes that after looking closely at Chant West data, perhaps ISA’s David Whiteley’s call for an inquiry into why industry funds outperformed their retail counter...
It is vital for self-managed super funds to consider their estate planning requirements and understand they may have to take additional steps when compared with those in ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...