Death, taxes – and the key role of the adviser as first responder
“In this world, nothing is certain … except death and taxes.” Benjamin Franklin’s famous quote still rings true. But today, in the shadow of Labor’s ...
“In this world, nothing is certain … except death and taxes.” Benjamin Franklin’s famous quote still rings true. But today, in the shadow of Labor’s ...
Many thousands of investors are likely to be hit hard by the collapse of two different, but related financial products – the Shield and First Guardian ...
The finance industry has an issue with the elderly. I am not referring to its obsession with the “great intergenerational wealth transfer” that ...
The government’s proposal to increase the tax rate on gains for superannuation balances over $3 million has created a stir among many people in or ...
The government’s proposal to increase tax on high-balance super accounts creates an opportunity for young adults to revisit their savings approach for ...
Measuring value in investing goes beyond simply looking at price. As Warren Buffett famously said: “Price is what you pay, value is what you get.”
As Australia’s biggest intergenerational wealth transfer begins – an estimated $5.4 trillion – financial advisers will be supporting more clients who ...
The unprecedented level of external investment into advice firms has fuelled an acquisitive boom which may just have a sting in the tail.