Don't forget that exit strategyBY MICHAEL HARKIN | VOLUME 8, ISSUE 2With the rush to purchase property via their SMSF, turstees are overlooking what will happen should they become disabled or die. Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
Latest News
4D Infrastructure moves to Perennial
|4D Infrastructure will not be joining the other Bennelong Funds Management affiliates that have been sold off to Antipodes Partners and will instead move to Perennial Partners.
MDS drags Treasury to assess FSC levy proposal
|My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
If there isn't a way of paying out the loan the whole thing falls apart even between husband and wife as the survivor can't elect to receive the death benefit as a pension as pension assets can't contain borrowings.
Peter from Dominion - Can you please advise what the regulation is that states that "a survivor can't elect to receive the death benefit as a pension as pension assets can't contain borrowings"
If there isn't a way of paying out the loan the whole thing falls apart even between husband and wife as the survivor can't elect to receive the death benefit as a pension as pension assets can't contain borrowings.
Peter from Dominion - Can you please advise what the regulation is that states that "a survivor can't elect to receive the death benefit as a pension as pension assets can't contain borrowings"