Retirement NATHALIE BOUQUET | SUNDAY, 1 JAN 2006 There are numerous income support payments and allowances payable by the Department of Veterans' Affairs (DVA), each with their own set of qualification rules and thresholds.The article provides a snapshot of the more common income support payments ... Read more DAVID SHIRLOW | SUNDAY, 1 JAN 2006 With the introduction of term allocated pensions (TAPs), introduced in September 2004, the strategy of converting existing retirees' allocated pension arrangements into a combination of TAPs and allocated pensions is becoming increasingly common ... Read more Applied Financial Planning SCOT ANDREWS | SUNDAY, 1 JAN 2006 A term allocated pension has its own set of complexities. An understanding of how a TAP works, the implications on social security and RBLs and the strategies that can be applied may mean the TAP could have a core place in a client's retirement ... Read more SALLY MANION | SUNDAY, 1 JAN 2006 Without precedents to follow, the implementation of FSR has been driven by legal interpretations of the legislation.There is a need for a more practical approach to the production of Statements of Advice (SoA) when providing to clients recommendations ... Read more Superannuation KATE ANDERSON | SUNDAY, 1 JAN 2006 Examining the business of self managed superannuation funds (SMSFs) investing in Property from which the members can run their business. Over the last couple of years, one of the issues giving rise to technical queries for advisers with SMSF clients ... Read more JOHN CIACCIARELLI | SUNDAY, 1 JAN 2006 This paper explores the planning issues and resulting opportunities from the superannuation rule changes effective 1 July 2004, including the following: No work test for under age 65 contributors All people aged under 65 are now free to make super contributions ... Read more KEVIN SMITH | SUNDAY, 1 JAN 2006 This article looks at the window of opportunity for self managed superannuation funds (SMSFs) to commence the payment of a defined benefit pension on or before 30 June 2005. Superannuation law was amended in the May 2004 Federal Budget to stop small ... Read more Taxation & Estate Planning RAY NEALE , LEIGH SMITH | SUNDAY, 1 JAN 2006 In July 2004 the Australian Taxation Office (ATO) issued draft determination TD2004/ D22.This draft determination presented a view that tax advice given in a non-representational capacity,which was incidental to another service or advice, would not ... Read more |
Latest News
Entireti, Otivo enter strategic alliance for digital advice
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum."
Wealth management has never looked better: Knox
Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better.
Alternatives spark 'real' opportunities for HNW advisers
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend.
Advice bodies want efficiency, long-term solutions from Mulino
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
