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About the Author
Stuart Sheary
Senior Technical Manager, IOOF Holdings Ltd
Articles Published
Commonwealth Seniors Health Card
What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Self-funded retirees of age pension age may be eligible ...
Salary packaging and novated car leases
For employees who do not have enough money saved to buy a car outright there are a number of options. They can finance the purchase through a private ...
Advice opportunities for retirement and unused leave
Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and ...
The SA457 form and its implications on age care fees
Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for: an accommodation ...
Super reform: implications for holding life cover through super
The recent super reform changes makes it an opportune time to revisit how life cover in super should be funded as well as how it should be paid to ...
Latest News
Frydenberg flags new advice disciplinary system
HARRISON WORLEY
A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today.
AMP advice lead rejects AMPFPA claims
JAMIE WILLIAMSON
The head of AMP's advice business has rebuffed claims the group failed to meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy.
Netwealth FUA, adviser numbers rise
KARREN VERGARA
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion.
ASIC bans adviser again
HARRISON WORLEY
A financial adviser previously banned by ASIC has found himself in hot water again.
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From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
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