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TIM HOWARD
Financial planning
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
Financial planning
BT has shared the top queries asked by advisers in the most recent quarter, including downsizer contributions into super and tax-free retirement income streams....
Superannuation
Clients are still going to need to meet the work test if they want to claim a deduction for a personal contribution despite the removal of the work test for voluntary con...
Tools & guides
There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...
Tools & guides
Superannuation can be used each year to utilise tax and retirement savings, writes Tim Howard, so how can couples put theirs to best use to see the joint benefits?...
Financial planning
COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....
Superannuation
Clients are likely to miss out if the Treasury Laws Amendment (More Flexible Super) Bill is delayed further as they may be too old to use bring-forward contributions befo...
Financial planning
With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...
Financial planning
As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...
Financial planning
With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....