 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  STUART SHEARY | FRIDAY, 2 AUG 2019 What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Read more ASSYAT DAVID | THURSDAY, 25 JUL 2019 Retirement planning for baby boomers has provided the foundation for significant growth in the financial services industry. It has underpinned service models, product solutions and growth outcomes. Read more  LINDA BRUCE | FRIDAY, 1 FEB 2019 Ageing populations across western industrialised nations like Australia are a result of increased life expectancy and lower birth rates. In fact, as at 30 June 2018, our nation had over 3.9 million people aged 65 and over and this number is projected ... Read more |
Latest News
Centrepoint Alliance locks in hundreds of Brighter Super advice clients
|Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition.
Entireti, Otivo enter strategic alliance for digital advice
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum."
Wealth management has never looked better: Knox
Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better.
Alternatives spark 'real' opportunities for HNW advisers
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
