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Brilliant Investment Thinking by Advisers for Advisers.
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Borderless world still needs advice moored in jurisdictional expertise

Despite the high levels of demand, there are still very few providers that cater specifically to expats. It's a problem Edward Cole identified early on, and...

Division 296 Tax: Masterclass top 5 questions

The government may have proposed it as a "modest" change to the super system, but the effects will be far reaching. For advisers dealing with this latest...

Slashed dividend payments an income gut-punch for SMSF retirees

A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager...

SMSF trustees will have to dig deeper to pay for their aged care

The Aged Care Act, achieved with rare political cooperation, will put residential and home care on a more sustainable basis with individuals’ contributions...

Retirement income perceptions bear little relationship to reality

Peoples' notion of how they will fund their retirement habitually downplays the role of social security. Reflecting a lack of understanding about how the...

The funeral bond alternative providing tax and income advantages to older Australians

Funeral bonds offer a host of potential benefits, including preferential tax treatment and capped exemption from the Centrelink assets test. But not all...

Governance, representation on the agenda for super funds of the future: Morningstar

Megafunds are set to control trillions in member savings, and a few crucial themes are emerging that will figure in the future direction of the superannuation...

Upfront advice tax deductibility bid fails, but silver linings prevail

The ATO has dug its heels in, and is firm in its belief that upfront advice should remain classed as capital expenditure. But the FAAA did gain a significant...

Power of attorney practices 'inconsistent', and under-served by advisers: Report

A landmark report has uncovered a frightening lack of understanding about a financial enduring power of attorney, with financial advisers surprisingly...

Time to get proactive on $3M super tax changes strategies: KeyInvest

The new rules around superannuation balances over $3 million have many searching for ways to mitigate the impact. The tax advantages of investment bonds may...

SMSF trustees drift from advice towards accountants and... the internet

More and more SMSFs are being set up without the assistance of a financial adviser. As the gulf between demand and supply widens, consumers are looking at...

Advice in super declines as funds 'stuck' on member engagement: SuperRatings

Super funds are offering less and less advice services, despite members making clear that they need it more than ever. Fund advice has a relatively attractive...

Gargantuan funds and the 'second six': The state of super and what members think about it

KPMG’s latest Super Insights report shows the future shape that the industry might take, with distinct cohorts of funds now emerging across size and service....

Wealth transfer on hold: Boomers reluctant to down-size, content to wait

The data is a reminder that while this enormous shift of wealth is imminent, it won't happen before its time. According to AMP, more education about the...