| Showing 1 to 6 of 6 articles for Stuart Sheary: STUART SHEARY | FRIDAY, 27 SEP 2024 The most common condition of release to access a personal superannuation account is reaching preservation age and retiring. On 1 July 2024, the preservation age increased to 60. This means only people aged 60 or over can now access their superannuation ... Read more STUART SHEARY | FRIDAY, 2 AUG 2019 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 for the CSHC. The CSHC offers several benefits for seniors. This article explains how eligibility for ... 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. Many employers provide the opportunity ... 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. Retiring employees have several options as to how they can receive their leave entitlements. ... 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: an accommodation payment or accommodation contribution, and a means-tested care fee. How does Centrelink assess a resident's ... 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. From 1 July 2017, advisers have additional considerations ... Read more PAGE: 1 |
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Small pocket of failed measures can 'blow the entire business': Anderson
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AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
More advisers go self-licensed to avoid associative risks
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups.
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Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.








