Applied Financial Planning Articles

Showing 41 to 50 of 172 articles:
Esabel Thinnakone
ESABEL THINNAKONE  |  FRIDAY, 15 MAR 2019
There is a common misconception that aged care advice is only needed when a client first enters residential aged care and there is no benefit from additional advice after the point of entry. However, after a client enters residential aged care, a change ... Read more
Bryce Figot
JOSEPH CHEUNG , DANIEL BUTLER , BRYCE FIGOT  |  FRIDAY, 11 JAN 2019
If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (Bill) becomes law, an individual member's total superannuation balance (TSB) may be increased by their share of the outstanding balance of a limited recourse borrowing arrangement ... Read more
Will Moloney
WILL MOLONEY  |  FRIDAY, 2 NOV 2018
It's been over a year since the 2017 superannuation reforms, which included new non-concessional contribution (NCC) rules, came into effect. Read more
Melanie Dunn
MELANIE DUNN  |  FRIDAY, 21 SEP 2018
The superannuation reforms applying from 1 July 2017 made a number of changes impacting transition to retirement income streams and their use by retirees. Read more
Financial Standard
FINANCIAL STANDARD  |  FRIDAY, 7 SEP 2018
We invite readers to send their burning questions on the latest investment trends to [email protected]. In this issue, we talk to Bell Direct equities analyst Julia Lee about capital protection, bonds and brokers versus adv ... Read more
David Barrett
DAVID BARRETT  |  FRIDAY, 24 AUG 2018
The maximum value for participants in the First Home Super Saver Scheme (FHSSS) will generally arise from making voluntary concessional contributions (CCs) to their super fund. A large part of the benefit stems from the tax differential between personal ... Read more
Jamie Williamson
JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
Having steadily evolved over time, the traditional role of the paraplanner is no more. Read more
Julie Fox
JULIE FOX  |  FRIDAY, 1 JUN 2018
Claiming personal tax deductions for personal super contributions is a valuable new opportunity, if you don't get caught out by any of the common traps. This article outlines the basic eligibility requirements for making personal deductible contributions ... Read more
William Fettes
JOSEPH CHEUNG , WILLIAM FETTES  |  FRIDAY, 11 MAY 2018
The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly came into effect on 1 July 2017. Read more
Stuart Sheary
STUART SHEARY  |  FRIDAY, 20 APR 2018
Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Read more