 CHRIS CHOW | FRIDAY, 21 FEB 2025 AWOTE data released last week by the Australian Bureau of Statistics (ABS) indicates that from 1 July 2025, superannuation contribution caps will remain at $30,000 for concessional contributions (CC) and $120,000 for nonconcessional contributions (NCC). ... Read more CHRIS CHOW | TUESDAY, 25 JUN 2024 There are many advice opportunities to consider with the end of financial year (EOFY) fast approaching. There are some that arise each EOFY (e.g., maximising entitlement to government co-contributions, spouse contributions tax offset), as are the usual ... 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? Before the Royal Commission, much of the industry misconduct was blamed on a couple of 'bad eggs'. But when the number of 'bad ... 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. Perhaps Labor's biggest error was ... 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. The changes occurred ... 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
Former financial adviser charged in alleged $160k super fraud case
|Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
|The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
