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About the Author
Julie Fox
Senior Technical Manager, Colonial First State
Articles Published
Personal deductible contributions: Tips and traps
Claiming personal tax deductions for personal super contributions is a valuable new opportunity, if you don't get caught out by any of the common ...
Latest News
Multi-disciplinary industry trend continues: CBA
JAMIE WILLIAMSON
About half of all accounting firms are considering a move into financial planning.
Age pension application difficult: Report
HARRISON WORLEY
Difficulties in applying for the Age Pension headline a Retirement Essentials report about the challenges confronting older Australians dealing with Centrelink.
BT Financial Advice cuts grandfathered commissions
JAMIE WILLIAMSON
BT Financial Advice is scrapping grandfathered commissions, effective October 2018.
ANZ creates mental health portal
ALEX BURKE
ANZ is partnering to roll out a mental health and wellness portal to assist advisers with their own mental health as well as that of their clients.
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A novel idea
PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES
Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services co-founder Peita Diamantidis takes a very different approach when providing financial advice. Jamie Williamson writes.
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