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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
Christian Obrist makes the case for international equities and outlines how investors can get them into their portfolios....
Tools & guides
Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament....
Tools & guides
Superannuation has faced a plethora of legislative change in recent years. Bryan Ashenden breaks down what advisers need to understand about these to take the scare facto...
Tools & guides
Suzie Brown outlines some of the key considerations for financial advisers when making life insurance recommendations and provides an overview of the upcoming legislative...
Features
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
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...
Features
Valid death benefit nominations offer security to clients, but advisers need to understand exactly how benefits will be paid out by super funds and ensure they fit with c...
Features
William Truong breaks down which superannuation reforms advisers need to factor in for clients considering making personal super contributions....
Tools & guides
With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules....
Tools & guides
Mark Gleeson explores how having too much money in superannuation could stop advisers’ clients maximising the retirement benefits available to them....
Tools & guides
For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....
Tools & guides
With the return of volatility across global markets and some investors calling the top of the equity cycle, Christian Obrist and Blair Hannon ask whether now is the time ...
Tools & guides
Bryan Ashenden explores some of the announcements made regarding superannuation in the 2018 Federal Budget and what they may actually mean for your clients....
Tools & guides
Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...