 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 | 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 | 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 | 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 | TUESDAY, 26 JUN 2018 Having steadily evolved over time, the traditional role of the paraplanner is no more. Read more  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 | 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  DANIEL BUTLER | FRIDAY, 19 JAN 2018 The eligibility criteria for individuals who wish to bring forward their non-concessional contributions (NCCs) cap post 1 July 2017 is more rigorous and complex than ever before. Read more STUART SHEARY | TUESDAY, 12 DEC 2017 Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for Read more |
Latest News
HNW clients value quality over fees: Praemium
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found.
TAL launches new campaign focused on mental health
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.
Selfwealth expands into full-fledged wealth platform
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.
Adviser increase the 'strongest' since FY20: Padua WealthData
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
