Advice and strategies

The downsizer rule is the new ‘TRIS’: adviser

Wednesday, 14 February 2018

A prominent adviser predicts the new rules allowing contributions from the sale of a home will be as useful for older retirees as TTR regulations were for pre-retirees.

Downsizer sale adds up for some, not all

Tuesday, 13 February 2018
To determine whether it makes sense to sell a home and make a downsizer contribution purely to boost super, first compare costs with a reverse mortgage.

We need to talk about SMSFs – now

Wednesday, 7 February 2018
The nation risks a crisis if the financial services industry doesn’t address what will happen when ageing SMSF trustees lose the ability and desire to manage them.

Wall Street drop a reminder to think long term

Wednesday, 7 February 2018
Despite a recent plunge, there are signs the S&P 500’s rally will continue longer term, partly due to Trump’s infrastructure program.

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