EARN CPD POINTS

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....

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Tools & guides

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

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Tools & guides

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

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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 ...

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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...

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Tools & guides

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

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Tools & guides

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

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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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago