Self-managed super funds (SMSF) have a life cycle with a "use by date" after which clients can go back to their superannuation fund and potentially be better serviced. Read more

As an adviser, there are some simple approaches that you can work with your clients to implement that will improve their retirement outcomes. A basic goal in retirement is for clients' minimum spending needs to be met by the income produced by their ... Read more

Entrant in last year's Smiley's talks to Financial Standard about how entering gave his social media clout a shot of credibility. Read more

With the rush to purchase property via their SMSF, turstees are overlooking what will happen should they become disabled or die. Read more

This white paper raises blind spots in financial advice processes and analyses the tension that any adviser has between increasing revenue and protecting the business. Read more

The former winner of the Smileys scholarship talks to Financial Standard about social media and how entering the competition helped him realise his social goals. Read more

Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. Read more

I would like to start by considering some of the longer-run factors that are shaping outcomes in housing and mortgage markets. The first is that Australia went from being a high-inflation country in the 1970s and 1980s to being a low-inflation country ... Read more

Entrant in last year's Smiley's and part of the "Digital Dozen" talks to Financial Standard about how social media can improve your relationship with current clients, and help you find new ones. Read more

Entrant in last year's Smileys talks to Financial Standard about the new things he has discovered in the past year and how social media can be used to find both clients and staff. Read more

Financial planner Naomi Rosenthal helps a single 34 year old woman setting and reaching a savings goal that will give her a sense of security and financial freedom. Read more

he Small business tax concessions are a specific part of the income tax legislation which allows Australian resident tax payers which incur a capital gains liability from the disposal of a small business various forms of capital gains relief. Read more

There are various issues that Australian share investors should consider regarding tax rates, including the proper management of tax lots. Read more