The next Federal election, according to our current Prime Minister Mr Scott Morrison, will be held in May 2019 and, if the Labor Government is elected, significant change is likely. Thus, a brief 'stock take' of what the superannuation landscape will ... Read more

I love an election, particularly a federal one - it's the quintessential characteristic of democracy in action (provided there's no undue influence from foreign governments). It's also a great opportunity to sample the local school's sausage sizzle ... Read more

The above quote is now referred to as Amara's 'law' and was coined sometime in the 1960s by Roy Amara, Stanford University computer scientist and long-time head of the Institute for the Future. In current times of technology disruption and ultra-fast ... Read more

In the hit TV series, The Marvelous Mrs. Maisel, Miriam "Midge" Maisel - married, mother of two from the upper west side of New York City - discovers a hidden talent for stand-up comedy. Her natural, unexpected wit creates twists and turns ... Read more

The secret to making money in a capitalist system Read more

The fast view Read more

The recent case of Burgess v Burgess [2018] WASC 279 ('Burgess') continues a line of cases that consider the conflict that arises where a person acts as executor of a deceased estate while also receiving superannuation death benefits in their ... Read more

One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the 2019/20 financial year. Read more

New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more

New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more

There has been a lot of attention by the law makers and the regulators over the last few years in the advice business. Specifically in the managed accounts world, we have seen an impact from FOFA, the updated regulatory guide 179 (RG 179) and now most ... Read more

The coming years may be the most tumultuous in the history of the Australian financial services sector. This paper, based on the research of CoreData, argues that one of the core predictors of future success in the financial advice arena is the rate ... Read more