Firms must recalibrate their pricing models and do a better job of communicating their value to clients. Read more

New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more

New legislation passed parliament that changes the social security assessment of lifetime income streams including lifetime annuities. Read more

One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the 2019/20 financial year. Read more

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

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

It's been over a year since the 2017 superannuation reforms, which included new non-concessional contribution (NCC) rules, came into effect. Read more

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

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

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