The future is bright for new SMSF investors. They have joined one million of their fellow Australians in taking control of their family's financial future. But they should never lose sight of their ultimate goal. Read more

Every financial planner will face objections at some point of the sales process: it is unavoidable. Although objections can create obstacles in connecting with the client on a personal level, facing an objection also presents a valuable opportunity ... Read more

Marilyn Nelson spent six years as a generalist adviser and has been advising in aged care and estate planning for the last five at Big Sky, a mutual firm of Australian Unity. Read more

What a daunting prospect it must be for anyone for whom moving a loved one to residential aged care looms on the horizon. There's the guilt, the logistics... and the financial side. Read more

JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more

What's wrong with the Future of Financial Advice (FoFA) reforms is that they have been hijacked. That's right FoFA has been hijacked! Read more

Financial planners and other advice professionals have a responsibility to clients to help raise awareness by proactively raising issues and being business-ready. Read more

From 1 July 2014, aged care residents will have more choice about how they pay for their accommodation. Read more

It is possible to be optimistic about 'old age' care and we should be able to provide outstanding solutions to this multi-faceted problem. Read more

Quality advice is critical to ensure not only the best financial outcome for aged care residents, but also that they secure a spot in a facility that they are happy with. Read more