This paper discusses the financial advice opportunities that arise as a result of a client having a baby, including financial support from the government, the financial aspects of childcare and family assistance payments. Read more

Differentiating between managed accounts. Read more

What exactly is the difference between personal and sensitive information? This paper looks at what the Privacy Act is and how businesses can comply with privacy laws. Read more

Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... Read more

With soaring house prices in all Australian capital cities and many popular regional areas, more young people than ever are requiring support to enter the property market. The 'bank of mum and dad' has never been more popular as a way to help kids get ... Read more

Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more

Given the abundance of our modern lives, it is not surprising that we end up with complicated feelings and concerns about money and possessions. Children ask a lot of questions-it is part of their job, and adults raising children are going to face unexpected ... Read more

This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more

This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more

Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more