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About the Author
Stuart Sheary
Technical Services Manager, IOOF Holdings Ltd
Articles Published
Advice opportunities for retirement and unused leave
Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and ...
The SA457 form and its implications on age care fees
Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for: an accommodation ...
Super reform: implications for holding life cover through super
The recent super reform changes makes it an opportune time to revisit how life cover in super should be funded as well as how it should be paid to ...
Latest News
$900bn of wealth soon up for grabs: Research
HARRISON WORLEY
Financial adviser review service Adviser Ratings is anticipating an adviser exodus over the next five years, as scrutiny on the advice industry changes the landscape.
Wealth manager reviews software provider
JAMIE WILLIAMSON
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation.
Netwealth affirms value of financial literacy
HARRISON WORLEY
Netwealth sponsored financial literacy program Banqer has partnered with 150 schools to deliver financial education to Australian children.
Poor SoAs hindering advice process
JAMIE WILLIAMSON
There is growing concern that a lack of clear and consistent templates for Statement of Advice documents is potentially causing financial advice clients to sign off on advice they don't actually understand.
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A novel idea
PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES
Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services co-founder Peita Diamantidis takes a very different approach when providing financial advice. Jamie Williamson writes.
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