The gift that may not keep on giving
A recent court decision gives pause for thought around the use of gift and loan back arrangements to protect assets...
Finance
Financial advice for business and news, insights and comment on the sector
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How to deliver certainty in life insurance
With fully underwritten life insurance, you know exactly what’s covered before the worst happens. Brought to you by NobleOak...
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What’s the future for CAs and trusts in NZ?
Given the increased obligations new NZ legislation imposes on trustees, CAs have had to question their involvement in trusts...
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Winding up an SMSF before 30 June? Avoid these pitfalls
If your client has decided to wind up their SMSF, it’s vital that you’re both aware of potential traps in the process...
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SMSFs and the insure thing
25,000 Australians a year set up a self-managed superannuation fund, but do they have the best insurance in place?...
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Are you leaving a tax bomb in your will? Estate planning pitfalls
Australia has no death tax, but bequeathing your superannuation to adult children could land them with a big tax bill...
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Wealth management: Navigating the new normal
Long-held principles of conservative investing are breaking down in today’s low-interest, low-growth environment...
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Auditors, advisers hit by new ASIC fees
Changes to ASIC charges mean that SMSF auditors, financial advisers and others, including clients, now need to pay much higher fees to the regulator...
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Four tips to sort out your super
Planning for retirement is a task that often gets pushed to the bottom of to-do lists. But you can sort out your super in four simple steps (and your future self will thank you for it)...
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Want to pay for groceries even when you can't work?
Income protection provides for you and your family when you can’t work, including helping to pay your everyday bills...
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The future of SMSF advice
Continuing to meet your clients’ needs into the future involves more than just providing factual information...
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Unstoppable forces disrupting the finance industry
New, low-cost business models are disrupting the traditional, high profit margin finance industry...
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Become an SMSF specialist
Kate Sheringham CA speaks with Acuity about her career and the benefits an SMSF specialisation has brought her...
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Do you have an exit plan?
More than a decade ago I took a calculated risk by becoming a business owner. I stepped away from the relative safety of employment at global financial institutions and into my own private wealth...
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The dementia epidemic and financial control
How capable is an ageing population of making complex financial decisions, and what happens when cognitive abilities decline?...