Nick* went to see financial advisers Sarah Riegelhuth and Finn Kelly after he had been playing AFL professionally for three years. While he had managed to save some money and intended to purchase a property, he had no other assets or even a budget and ... Read more

Michael Smith* had a negative experience with the financial planning industry in the 1980's and was extremely sceptical of financial advisers. He had built up a net worth of $1.5 million over the years, but had avoided holistic advice and was not convinced ... Read more

This case study looks at the benefits of a gearing strategy versus a saving strategy from one award-winning financial adviser who offered two different approaches to one couple who want to buy their own home in five years. Read more

Sam, 49, and his wife Lisa, 46, were feeling the pressure to provide for future of their four dependent kids, aged between 8 and 15, without sacrificing their current financial position. With a steady annual income between Sam and Lisa of around $370,000 ... Read more

This article provides an introduction into the fast developing world of cloud computing for accounting and advice firms, and particularly for those, that administer self-managed super funds (SMSFs). Read more

Today, in the financial planning and accounting world, many of our duties will be compliance duties or statutory duties. However, duty of care issues will continue to raise the possibility of litigation arising from the common law duty (tort) of neg ... Read more

Ten strategies for a recovering investment market looks at how financial advisers can use the recovering market to improve investment returns. The paper discusses how putting in place appropriate technical strategies can fully benefit from the improving ... Read more

Devastated by her parents' deaths and falling victim to scam artists had left Jenny* feeling isolated and uneasy about her financial inheritance. Financial planner Charles Badenach helped her rebuild her finances and see the potential in what she ha ... Read more

Uncertain about how to best structure their finances in a difficult climate, James and Kate* were preparing for retirement when they needed the help of financial planner, Marc Smith, who maximised their strategy and got them on the road to retiremen ... Read more

Nick, 55, and Kristina, 54, wanted to retire in five years but when they looked at their finances, they couldn't see an end in sight and felt depressed about their financial situation. Nick and Kristina's friends were in the process of accumulating ... Read more