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

Most people give little thought to the importance of property valuers-however they play a crucial role in our financial system. Their judgments keep the gears in motion, and their appraisals impact individuals' and businesses' access to funds. But why ... Read more

This paper outlines the six key topics that should be discussed with a financial adviser when a relationship goes sour. Read more

For Americans moving to Australia getting 401(k) accounts and Individual Retirement Accounts (IRAs) out of the United States and into Australia is top of mind. This paper explains how to move US retirement accounts back to Australia whether you are ... Read more