![]() Stuart Sheary Senior Technical Services Manager, Insignia Financial Ltd (at time of writing)
STUART SHEARY | FRIDAY, 27 SEP 2024 The most common condition of release to access a personal superannuation account is reaching preservation age and retiring. Read more STUART SHEARY | FRIDAY, 2 AUG 2019 What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Read more STUART SHEARY | FRIDAY, 17 AUG 2018 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 loan, private car lease or via a novated car lease agreement. Read more STUART SHEARY | FRIDAY, 20 APR 2018 Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Read more STUART SHEARY | TUESDAY, 12 DEC 2017 Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for Read more STUART SHEARY | FRIDAY, 22 SEP 2017 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 eligible beneficiaries from super upon death. Read more PAGE: 1 |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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.








