Retirement  SEAN HOWARD | SUNDAY, 7 AUG 2022 The Home Equity Access Scheme (HEAS) provides support in the form of a reverse mortgage type loan paid fortnightly to people who qualify for the Age Pension and own property in Australia. Read more Taxation & Estate Planning  DANNY ADNO | SUNDAY, 14 AUG 2022 There are significant advantages in incorporating testamentary trusts in Wills. Read more  LETTY CHEN | FRIDAY, 19 AUG 2022 Cryptocurrency pricing has always been something of a roller coaster, though with the most recent drops in value, potentially resulting in substantial losses for some-at least on paper-it is timely to consider some crypto tax implications. Read more Applied Financial Planning  SAPNA GOUNDAN | MONDAY, 29 AUG 2022 What exactly is the difference between personal and sensitive information? This paper looks at what the Privacy Act is and how businesses can comply with privacy laws. Read more   MATT MANNING | FRIDAY, 30 SEP 2022 This paper discusses the financial advice opportunities that arise as a result of a client having a baby, including financial support from the government, the financial aspects of childcare and family assistance payments. Read more  ASHLEY MURPHY | FRIDAY, 7 OCT 2022 For Americans moving to Australia getting 401(k) accounts and Individual Retirement Accounts (IRAs) out of the United States and into Australia is top of mind. This paper explains how to move US retirement accounts back to Australia whether you are ... Read more Investment  IAIN NORTH , CHRIS MCAVOY | FRIDAY, 2 SEP 2022 Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2 ... Read more Compliance  CLARISSE BERENGER | FRIDAY, 23 SEP 2022 Providing a client with the necessary disclosures in cases where time critical advice is required can be likened to a rush hour drive-through order. The hungry customer orders and is served up the 'essential' beef burger patties immediately, but follows ... Read more |
Latest News
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
