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

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 ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day 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 ago

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

1 week 6 days ago