EOFY

Financial planning

Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch licensees before the end of the financial year. ...

Funds management

With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment. ...

Financial planning

As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...

Features

Australia’s nascent tech sector was the leader in the last financial year while financials and materials, which make up half the ASX 200, saw slower returns. ...

Financial planning

Money Management has collated the cut-off dates for major superannuation funds if advisers want their clients to make top-up contributions in this financial year, many of...

Editorial

With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....

Funds management

After starting 2022 in a resilient place, Australian equity funds were propping up the bottom of the performance tables last month....

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Financial planning

Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...

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Funds management

As we head into a new financial year, two sectors stood out against the rest when it came to annual sector performance last year but they could slow down going forward, a...

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Tools & guides

As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid....

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Knowledge Centre

As we close the books on another Australian financial year, we make a striking observation: Over the last eight financial years, bond returns have exceeded equity returns...

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Financial planning

An ageing population and the end of the financial year period is seeing more people consider funeral bonds, which are exempt from Centrelink assets tests....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago