When can clients access superannuation early?
There are still strict guidelines on when Australians can access superannuation early, to safeguard a comfortable retirement...
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Financial advice for business and news, insights and comment on the sector
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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...
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How much do you really need to retire?
How to determine the amount of money you’ll need to retire and why now is a good time to be thinking about it...
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The cash conundrum
With interest rates at record lows, how can investors make their money work harder without excess risk? Brought to you by Elston...
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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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Investment advice: What can’t you say?
When it comes to clients’ financial health, what can CAs talk about and what needs to be left to licensed financial advisers?...
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Tips for discussing life insurance with your partner
Discussing life insurance with your partner is a delicate but necessary conversation. Brought to you by NobleOak Life Limited...
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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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Confusion around life insurance leaves Australians vulnerable
A recent whitepaper sets out the challenges to people accessing adequate life insurance cover. Brought to you by NobleOak...
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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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Is impact investing the right move for your money?
Investment that’s good for people and the planet? Add in trusted standards and the growth potential for the sector is huge...
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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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The independent financial adviser
Why it’s important to seek financial advice...