JOHN PERRI

Tools & guides

John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients....

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Financial planning

The top client issue dealt with by advisers in May was concessional super contributions, compared to April when early access to super dominated clients’ questions, accord...

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Superannuation

Accessing superannuation and understanding the conditions for release was forefront of many advisers’ mind last month, proving a hot topic for superannuation advice....

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MARKET INSIGHTS

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

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 1 hour ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 5 hours ago