 MICHAEL CROWE | FRIDAY, 12 JAN 2024 Raising a child can be challenging at the best of times, but when a child has high needs, parents face additional concerns. Read more  BRETT DAVIES | TUESDAY, 10 OCT 2023 When a person dies with money in superannuation two questions arise. Firstly, who does that money go to and how can you ensure that it goes to the people you choose? And secondly, what tax will be payable by the recipients and what steps can be taken ... Read more  KMT PARTNERS | WEDNESDAY, 7 JUN 2023 As the end of the 2022/23 income year approaches, this paper explores a number of ways to minimise your tax liability and outlines changes to working-from-home tax deductions. Read more  SUSAN BONNICI | FRIDAY, 12 MAY 2023 Divorce at any age is tough. When you are older at the time of divorce, it is crucial that you consider how you split your assets and the implications this will have for your estate, especially if you have adult children or a blended family. Read more  LETTY CHEN | WEDNESDAY, 5 APR 2023 The end of another Fringe Benefits Tax (FBT) year is now upon us. The ATO has released its FBT return 2023 and the accompanying instructions. Read more  BRIAN HERD , REBECCA EDWARDS | FRIDAY, 31 MAR 2023 It is a lifelong devotion to duty for a significant proportion of the over two million family carers in Australia: namely, parents-often elderly-caring for their disabled adult children. Read more  JEFF GARRETT | THURSDAY, 16 MAR 2023 The Brady Bunch family is the quintessential blended family icon. When people refer to the Brady Bunch family, they are referring to a blended family where the husband and wife, who may be on their second or third marriage, create a home bringing ... Read more  DREW BROWNE | MONDAY, 19 SEP 2022 Business continuity risk in partnership. Read more LETTY CHEN | FRIDAY, 19 AUG 2022 Cryptocurrency pricing has always been something of a roller coaster, though with the most recent drops in value, potentially resulting in substantial losses for some-at least on paper-it is timely to consider some crypto tax implications. Read more  DANNY ADNO | SUNDAY, 14 AUG 2022 There are significant advantages in incorporating testamentary trusts in Wills. Read more |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
