 RAHUL SINGH | TUESDAY, 26 SEP 2023 Retirement is an important milestone for clients in the journey of life and advisers ideally want clients to seek advice well before the event. This article explores some of the financial planning considerations in dealing with leave entitlements. Not ... Read more RAHUL SINGH | WEDNESDAY, 14 JUN 2023 Navigating through aged care can be complex for clients, especially those who act without seeking advice. Given the interconnectedness with issues relating to social security and aged care means testing as well as nuances of the aged care fee structure ... Read more RAHUL SINGH | THURSDAY, 14 OCT 2021 When looking at aged care advice from an adviser's perspective, we find that there are some common themes of interest. This paper offers insights from three experienced aged care advice professionals from different areas in the country who provide their ... Read more RAHUL SINGH | FRIDAY, 10 SEP 2021 There are a number of accommodation options for older people who require assistance and may not want to live by themselves. While residential aged care homes generally suit those with high care needs who cannot manage on their own, granny flats can ... Read more RAHUL SINGH | FRIDAY, 28 MAY 2021 Accumulated through compulsory and voluntary contributions as well as earnings, superannuation is a significant source of retirement savings. As clients approach retirement, their minds often turn from accumulating to accessing their superannuation ... Read more RAHUL SINGH | FRIDAY, 29 JAN 2021 When a client moves into aged care, given that for many, a significant proportion of wealth is tied up in the family home, it is important to understand the impacts on social security and aged care means testing where the home is kept and rented out. ... Read more RAHUL SINGH | FRIDAY, 15 NOV 2019 An aged care focus In the 2017/18 financial year, the average age of admissions to permanent residential aged care was 82 years for men and 84.5 years for women (Department of Health, 2017-18 Report on the operation of the Aged Care Act 1997, p. 10). ... Read more RAHUL SINGH | FRIDAY, 7 JUL 2017 1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Estate planning and the use of superannuation in the context of death ... Read more RAHUL SINGH | FRIDAY, 14 OCT 2016 Prior to 1 July 2014, when considering total and permanent disablement (TPD) insurance, advisers typically considered the advantages and disadvantages of owning the cover inside or outside superannuation when deciding the ownership structure. 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.
