Helping clients with their estate planning needs is a vital aspect of the financial planning process with superannuation being an important component of the plan. The 2017 super reforms were wide ranging ...
Ageing populations across western industrialised nations like Australia are a result of increased life expectancy and lower birth rates. In fact, as at 30 June 2018, our nation had over 3.9 million people ...
If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (Bill) becomes law, an individual member's total superannuation balance (TSB) may be increased by their share of the outstanding balance of a limited recourse borrowing arrangement (LRBA) that commenced on or after 1 July 2018.
In the wake of the global financial crisis (GFC), index ETFs were meant to offer risk-averse investors a safe and easy way to gain diversification. But nine years into the global market's bull run, they appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many.
The Association of Financial Advisers has stepped up its opposition to the Royal Commission's final report, claiming the inquiry failed to acknowledge the value of advice.
Westpac is realigning its wealth strategy and BT Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory.
For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...
What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...
There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...
The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) ...
