Recent data suggests inflation may have peaked,[i] however, it remains high and above the inflation target of the Reserve Bank of Australia (RBA). Read more

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. Read more

What will it take to bring private lending into the modern era and accelerate its growth over the next decade? It is going to need more than quick turnarounds and fast funds. Read more

In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. Read more

Navigating through aged care can be complex for clients, especially those who act without seeking advice. Read more

The term 'granny flat agreement' refers to an interest or right for a person to live in a specific home that belongs to someone else-usually a family member. While a term such as 'family care agreement' may be preferrable, granny flat agreement seems ... Read more

There is no doubt that the ability of financial advisory firms to attract and retain the best available talent is now one of the keys to their long-term, sustainable business success. Read more

Getting a business loan approved can be a challenge, but by following some simple steps, you can increase your chances of success. Read more

While the common complaint over recent years has been one of change fatigue, increasingly evident in the survey are expressions of hope and opportunity. Read more

This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more