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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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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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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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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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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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...
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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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What's next for the SMSF sector?
Tony Negline, Superannuation Leader, CA ANZ outlines five areas of change...
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Budget 2018 – main highlights
Major tax reform was missing again in this year’s Federal Budget, but there were wins in the areas of personal tax cuts, superannuation, tackling the black economy and more funding for the ATO on tax...
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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...