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About the Author
Mansi Desai
Technical Analyst, Challenger Limited
Articles Published
Principal home exemption
From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when the exemption may not ...
Latest News
Advice for all could add $630bn to economy
JAMIE WILLIAMSON
If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows.
End of the road for advice qualifications
JAMIE WILLIAMSON
Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training.
Franking credits more important than ever
ELIZA BAVIN
Many retirees are missing out on additional income because their Australian equity portfolios do not take advantage of the taxation system, according to Plato Investment Management.
Imbalance in generational retirement income: RIR
ANNABELLE DICKSON
The superannuation system encourages Australians to rely on their own savings to fund retirement but the burden on younger generations to fund the Age Pension should not become unsustainable, the Retirement Income Review has stated.
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In safe hands
HUGH ROBERTSON
PRINCIPAL ADVISER
CENTAUR FINANCIAL SERVICES PTY LTD
Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.
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