Applied Financial Planning

Strategies if franking credit refunds stop

One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the ...

Upgrade your subscription to access this article

Join the growing community of financial advisers with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today.

Already A Subscriber?

LOGIN

UPGRADE SUBSCRIPTION

Get articles like this delivered to your email - Sign up for the free weekly newsletter

VIEW COMMENTS

	21 years of data and passive usually beat active
	Navigating the transfer balance cap
	Is debt recycling a smart strategy?
	Fringe benefits tax essentials
	Asset distribution and guardianship of children in estate planning
	Debunking myths of lifetime annuities
	Thinking about self-licensing?
	The 'sophisticated' investor
	Understanding AFCA: Powers and remedies
	The AFCA complaints process and restrictions on financial firms

Latest News

Adviser numbers plateau

JAMIE WILLIAMSON

The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.

Two Brisbane advice firms merge

KARREN VERGARA

Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN

The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.

HUB24 hits $100bn milestone

KARREN VERGARA

HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March.

Videos

Brought to you by

Investing in the new world

Skin in the game

Is there enough value in your Australian equities portfolio?

Build your 1st mortgage commercial investment portfolio

Is it time to rethink bonds?

MORE VIDEOS

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES

Passing the baton

LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD

Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.

READ MORE

Expert Feed

MORE EXPERT FEEDS

Bryan Ashenden

Head of Financial Literacy and Advocacy

What's top of mind for advisers in 2024?

Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...

READ MORE

Karren Vergara

Senior Journalist

Rainmaker Information

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 ...

READ MORE

Katherine Hunt

Managing Director

ASA

First, do no harm

Step back. Now step back again.

READ MORE

Shelley Banton

Head of Education

Australian Super Fund Audits

Caddick case reinforces professional standards

In a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.

READ MORE