Learn to feel at home with the downsizing contribution rules
There are many conditions to meet for making payments into super from home sales, but actually downsizing isn’t one of them. Here’s how to begin explaining the rules to clients.
January 17, 2018
SMSF groups call for increase in catch-up limit
SMSFA and SISFA say the balance cap for applying unused concessional contributions is too low. Both implored Treasury to raise the limit before July 1.
January 16, 2018
Diversification is often misunderstood
It’s the Holy Grail. It’s the proverbial free lunch. It’s one of the most frequently used terms in the industry – it’s also one of the most misused. What is ‘diversification’?
January 16, 2018
Stepping up with confidence
Amanda Jarosz says taking the paraplanner route to becoming an adviser has given her self-assurance and a good understanding of all areas of the business.
January 15, 2018
Print is so last year, and other resolutions
The new year is a good time to refocus on digital transformation, expanding content beyond print, and a strategic plan to carry your business forward.
January 15, 2018
How to become a billionaire
Catch the ride with the next sure-fire, can’t miss, err, thing, on the blockchain platform.
January 12, 2018
Flows and cons: What to look for as ETFs abound
Exchange-traded funds have developed quite a following but advisers will have to take extra care with them as more variety hits the market.
January 12, 2018
An attorney’s guide to safeguards against elder abuse
A lawyer and abuse expert shares a guide to preventing the unfortunately common practice in a financial advice setting.
January 11, 2018
‘Bionic’ advice: Half say most services will be automated soon
Almost 50 per cent of advisers expect fintech to computerise the bulk of the industry’s offerings within 10 years.
January 11, 2018
Decide how you want to mistime the market
A downturn appears increasingly likely but picking when it will happen is almost impossible, so determining what kind of loss you’d rather endure is important, Tom Stevenson argues
January 10, 2018
FPA says planners need professional privilege
As the industry becomes a profession, the FPA argues that clients must have confidence their conversations with advisers won’t be shared in court or with a government agency.
January 10, 2018
Super industry stakeholders call for changes to promote equity
In submissions to Treasury, groups called for adjustments to the assets test, the superannuation guarantee and other policies, to improve retirement outcomes for women and more.
January 09, 2018
