 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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According to a new study, more than one in three investors are planning to increase their allocation to private credit this year.
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According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives.
Dixon Advisory clients should be heard at Senate inquiry: Anderson
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.
WA financial planning firm acquired by US insurance broker
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
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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.
