Superannuation  KIM GUEST , DEBORAH WIXTED | MONDAY, 1 AUG 2011 Those leaving the workforce and thinking about applying for a Centrelink income support benefit should consider the effect of actual or intended future employment. Read more GEMMA DALE | TUESDAY, 25 MAR 2014 A thorough reading of the Rice Warner report on self-managed super funds (SMSF) reveals that the findings are in fact broadly positive for the SMSF sector. Read more JACK LOWENSTEIN | TUESDAY, 25 MAR 2014 Since the greatest difference in asset allocation between big super funds and SMSF is in global equities, it is worth looking at the return and risk issues in this decision making process. Read more JON DE FRIES | TUESDAY, 25 MAR 2014 Super beneficiary nominations is an important area of financial advice, considering a member's death benefit will often be considerably boosted by insurance proceeds and be their largest financial asset Read more PAUL WINTER , VYAS BALASUBRAMANIAN , OLIVER ANTROBUS , LUKE BROWN | TUESDAY, 25 MAR 2014 From an economic perspective, growth is a function of demographics, capital and productivity. This paper looks at demographics and highlights that ultimately, the demographic structure of a nation drives returns across asset classes. Read more PAUL CAHILL | TUESDAY, 25 MAR 2014 Australians are living longer than before, but there is a growing disparity between life expectancy and the superannuation balance of an average Australian. Read more Insurance  JEFFREY SCOTT | TUESDAY, 25 MAR 2014 Insurance in superannuation will have significant changes over the next 12 months and we examine carefully three of these changes to help you prepare for them. Read more Applied Financial Planning MARILYN NELSON | TUESDAY, 25 MAR 2014 Marilyn Nelson spent six years as a generalist adviser and has been advising in aged care and estate planning for the last five at Big Sky, a mutual firm of Australian Unity. Read more  ALEX WERNBACHER | TUESDAY, 25 MAR 2014 What a daunting prospect it must be for anyone for whom moving a loved one to residential aged care looms on the horizon. There's the guilt, the logistics... and the financial side. Read more JENNY BROWN | TUESDAY, 25 MAR 2014 JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more MARSHALL BRENTNALL | TUESDAY, 25 MAR 2014 What's wrong with the Future of Financial Advice (FoFA) reforms is that they have been hijacked. That's right FoFA has been hijacked! Read more LOUISE BITI | TUESDAY, 25 MAR 2014 Financial planners and other advice professionals have a responsibility to clients to help raise awareness by proactively raising issues and being business-ready. Read more  SEAN HOWARD | TUESDAY, 25 MAR 2014 From 1 July 2014, aged care residents will have more choice about how they pay for their accommodation. Read more ELISABETH KIRKBY | TUESDAY, 25 MAR 2014 It is possible to be optimistic about 'old age' care and we should be able to provide outstanding solutions to this multi-faceted problem. Read more CRAIG MELDRUM | TUESDAY, 25 MAR 2014 Quality advice is critical to ensure not only the best financial outcome for aged care residents, but also that they secure a spot in a facility that they are happy with. Read more MICHAEL HARKIN | TUESDAY, 25 MAR 2014 Sooner rather than later, SMSF members should take steps to ensure their SMSF may continue to function, should they suffer diminished capacity to attend to their financial affairs. Read more  JULIE MCKAY | TUESDAY, 25 MAR 2014 Advisers need to be familiar with the rules related to special residences and how decisions about in-home care might impact the clients' future. Read more LAURA MILLAN | TUESDAY, 25 MAR 2014 In a country that gathers almost all of the world's nationalities and religions, where 25% of its citizens were born abroad, being aware of cultural differences in aged care is almost an obligation. Read more Taxation & Estate Planning ANNA LAWTON | TUESDAY, 25 MAR 2014 To understand the need for advice for those needing aged care, we need to understand what it is that causes a person to seek advice in the first place. Read more |
Latest News
Allianz Retire+ adds 'industry first' feature to AGILE
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Industry needs better retirement advice blueprint: Expert
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.
ASIC confirms adviser registration deadline
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 women report low financial literacy: NAB
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
Cover Story
Against all odds
MANISHA BHUDIA
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.
Expert Feed
In limbo: Robo-advice
The
fate
of
Australia's
robo-advisers
hangs
in
limbo
as
the
triple
threat
of
spooked
investors,
lackadaisical
client
interest,
and
regulatory
strangulation ...
Cybersecurity essentials for advisers and practice owners
It's a scary reality that cyber breaches are becoming more and more common.
AFCA determinations: Ignore at your peril
All AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).
Savers being robbed by inflation
Many savers feel that they are, at last, enjoying higher rates of interest.
