Taxation & Estate Planning
YVONNE CHU | FRIDAY, 29 SEP 2017
WHAT'S CHANGED? Read more
This article examines the query of whether having a second or, indeed even more than two, self managed superannuation funds ('SMSFs') would give rise to a Part IVA (of the Income Tax Assessment Act 1936 (Cth) ('ITAA36')) risk. Read more
We have been asked many times recently whether trust deeds of self-managed superannuation funds (SMSFs) need to be amended because of the new superannuation/tax regime that commenced on 1 July 2017. The purpose of this article is to provide our views ... Read more
DAVID OON | FRIDAY, 2 FEB 2018
It is important to understand who is an individual's relative for superannuation law purposes as the Superannuation Industry (Supervision) Act 1993 (Cth) ('SISA') imposes certain boundaries on an SMSF's activities in relation to an individual's ... Read more
Applied Financial Planning
JAMIE WILLIAMSON | FRIDAY, 6 OCT 2017
On 9 February 2017 the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 establishing a new education and professional standards framework for the financial advice industry was legislated. Read more
JAMIE WILLIAMSON | MONDAY, 9 OCT 2017
Australia's financial advice industry is evolving and new thought leaders are emerging. Here the 2017 AFA/ANZ Wealth Rising Star of the Year Award finalists share their thoughts on the future of the industry and why financial advice is the career ... Read more
CHRIS CHOW | FRIDAY, 20 OCT 2017
Once seen as a cornerstone tax minimisation strategy for wealthy baby boomers, the changes to the concessional tax treatment of transition to retirement income streams (TRIS) has significantly changed the landscape of financial advice. Read more
YVONNE CHU | FRIDAY, 17 NOV 2017
With the introduction of the super reforms on 1 July 2017, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding / non-lapsing death benefit nomination for account-based ... Read more
CAITLIN LYNCH | FRIDAY, 24 NOV 2017
It seems that barely a day goes by where financial advisers aren't bombarded with media headlines heralding the onslaught of 'fintech': the next gen technology promising to disrupt the traditional financial advice model. And while it is ... Read more
CAITLIN LYNCH | FRIDAY, 1 DEC 2017
As the saying goes, change is the only constant in life. Whether it's the level of regulatory scrutiny and reporting requirements, the way in which clients choose to engage with advisers, their changing values and ideas around what constitutes the ... Read more
STUART SHEARY | TUESDAY, 12 DEC 2017
Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for Read more
DANIEL BUTLER | FRIDAY, 19 JAN 2018
The eligibility criteria for individuals who wish to bring forward their non-concessional contributions (NCCs) cap post 1 July 2017 is more rigorous and complex than ever before. Read more
DAVID BASSANESE | FRIDAY, 8 DEC 2017
The Australian Exchange Traded Products (ETPs) sector of the funds management industry has grown rapidly in recent years and continues to evolve with increasing investor familiarity and comfort with this innovative investment structure. Read more
VANGUARD INVESTMENTS | FRIDAY, 12 JAN 2018
Imagine for a moment that you live in a world with only two fund options: a passive managed fund and an actively managed fund with similar levels of volatility. You, the investor, are trying to determine how to structure your two-fund portfolio. Read more
GEORGE SERAFEIM | FRIDAY, 9 MAR 2018
In recent years, the growth of investor interest in sustainable investing has been remarkable. As that interest has grown, the response of corporations has evolved. Early on, companies usually allocated resources towards projects with positive impact ... Read more
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
It's a scary reality that cyber breaches are becoming more and more common.