 ASHLEY DAVIDSON | FRIDAY, 4 JUN 2021 The superannuation system is based on the notion that you can build up your nest egg steadily over the course of your working life, but that is not always the case. Read more  RAHUL SINGH | FRIDAY, 28 MAY 2021 Accumulated through compulsory and voluntary contributions as well as earnings, superannuation is a significant source of retirement savings. As clients approach retirement, their minds often turn from accumulating to accessing their superannuation ... Read more  DEBBIE SAGE | THURSDAY, 20 MAY 2021 Residential aged care is that next step where, for a variety of reasons, a person can no longer live at home. Generally, this option is known to be for those who need that additional level of care. Read more RAHUL SINGH | FRIDAY, 29 JAN 2021 When a client moves into aged care, given that for many, a significant proportion of wealth is tied up in the family home, it is important to understand the impacts on social security and aged care means testing where the home is kept and rented out ... Read more  MANSI DESAI | THURSDAY, 6 AUG 2020 From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when the exemption may not apply. Read more  ASSYAT DAVID | WEDNESDAY, 1 JUL 2020 The Financial Adviser Standards and Ethics Authority (FASEA) standards that came into effect from 1 January 2020 are compulsory for all financial advisers who provide financial services to retail clients. The FASEA Code of Ethics imposes ethical duties ... Read more  SEAN HOWARD | THURSDAY, 9 APR 2020 The Centrelink treatment of granny flat arrangements is important to understand because of the implications for deprivation and homeownership. Granny flat arrangements can allow a person to transfer assets to another person in exchange for a life interest ... Read more  ANGELA HARRY | FRIDAY, 25 OCT 2019 Moving into a granny flat is a great way to live close to loved ones while providing them with a first home or investment property, but before committing to such a drastic change in living arrangements it is crucial that a lawyer helps to draw up a ... Read more |
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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.
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