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....

Tools & guides

Why International Equities are Worthy of Attention

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

Tools & guides

Means testing for lifetime income streams

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

Features

Tips & traps of the lifetime CGT cap

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

Does ‘bucketing’ achieve its goal?

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...

Tools & guides

The Transfer Balance Cap and Capped Defined Benefit Income Streams

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

Tools & guides

You can have too much super

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