 Chris Chow Technical Services Manager, Rainmaker Information Pty Ltd (at time of writing)
CHRIS CHOW | FRIDAY, 21 FEB 2025 While the annual superannuation contribution caps will not change in 2025/26, indexation of the general TBC means there may be a number of key planning considerations and opportunities for clients in both the remainder of 2024/25 and into 2025/26. Read more CHRIS CHOW | TUESDAY, 25 JUN 2024 As the end of FY24 approaches, financial advisers can make the most of new opportunities for super contributions. Read more CHRIS CHOW | FRIDAY, 22 FEB 2019 What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Read more CHRIS CHOW | FRIDAY, 4 MAY 2018 Labor's proposal to make franking credits non-refundable has certainly drawn the ire of many, quick to point out the impact to seniors who have built up a significant portfolio of dividend paying Australian shares. Read more CHRIS CHOW | FRIDAY, 16 MAR 2018 The First Home Super Saver (FHSS) Scheme aims to reduce pressure on housing affordability by enabling first home savers to make voluntary concessional and/or non-concessional contributions into super from 1 July 2017 and to withdraw those contributions ... Read more CHRIS CHOW | FRIDAY, 12 JAN 2018 The ability for pensioners to contribute up to $300,000 into superannuation after selling your main residence (along with the first home super saver scheme) passed both houses of Parliament and received Royal Assent, so let's have a look at what the ... Read more CHRIS CHOW | FRIDAY, 20 OCT 2017 Once seen as a cornerstone tax minimisation strategy for wealthy baby boomers, the changes to the concessional tax treatment of transition to retirement income streams (TRIS) has significantly changed the landscape of financial advice. Read more CHRIS CHOW | WEDNESDAY, 28 JUN 2017 As the 2016/17 financial year draws to a close, there is an inevitable rush to get your financial and tax affairs in order. However, when coupled with the biggest reforms to superannuation seen for 10 years, the list of considerations in this EOFY has ... Read more PAGE: 1 |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
