Volume 17, Issue 3

Retirement
Sean Howard
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
DANNY ADNO  |  SUNDAY, 14 AUG 2022
There are significant advantages in incorporating testamentary trusts in Wills. Read more
Letty Chen
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
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
Peter Turbach
PETER TURBACH  |  MONDAY, 12 SEP 2022
Differentiating between managed accounts. Read more
Matt Manning
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
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.┬áThis paper explains how to move US retirement accounts back to Australia whether you are ... Read more
Investment
Chris Mcavoy
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
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