Whether a fund is able to conduct business activity, comply with the superannuation rules and not fall foul of a range of other issues must be met with the universal technical answer, "it depends." Read more

East coasters who believe property cannot turn lower should really take a look at what is now being experienced in Perth, Western Australia, right now. Read more

A customer meets an adviser for the first time. After a discussion, the adviser comes to understand two things about their new customer: they have big dreams but want timid investment options - what the industry calls "risk-averse". Read more

It is no secret that financial advisers are under increasing pressure to grow their business which means focusing on revenue growth and profitability as well as delivering quality financial product advice to their clients in the context of an increasing ... Read more

Markets are focused heavily on policy speeches given in the US this month. The first came with President Donald Trump delivering a more measured, positive and optimistic message for his first Congressional address. Despite being relatively light on ... Read more

While some are facing their financial fears with bravado, others are keeping them hidden. On one end of the spectrum, younger people are wondering if they'll ever get into the property market, while on other end, retirees wonder if they've left things ... Read more

The biggest global investors all own bonds. Primarily they are a defensive asset that diversifies away from higher risk asset classes and provides reliable income and capital stability. While the importance of bonds has always been well understood by ... Read more

If 2016 was the year of the unimaginable, 2017 will be the year of dealing with the unimaginable - and financial advisers will face the difficult task of helping their clients navigate this brave new world. Read more

With the raft of super changes which parliament recently passed, there have been some smaller amendments which have a profound impact on the way pensions will operate when it comes to death, post-1 July 2017. Read more

This article will address the problems that can arise in using alternate directors in an SMSF succession planning context and suggest a possible solution. As with all succession planning discussions, SMSF succession planning being no different, people ... Read more

Life insurance plays a vital role in the modern life, supporting people during difficult time. But despite the social good that stems from it, the industry has a less than flattering public image and low levels of customer engagement. Read more