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Ask an Adviser - Tax Implications of Gifted MoneyAsk an Adviser - Tax Implications of Gifted MoneyAsk an Adviser - Tax Implications of Gifted Money

by Jeffrey H

I am currently studying in university and my mother gave me two large sums of payments for purchasing electronics and monthly utility fee payments which goes over the tax free threshold. She and I are both not working so would I need to pa...

5 Ways to Spring Clean Your Finances5 Ways to Spring Clean Your Finances5 Ways to Spring Clean Your Finances

by Andrew Akuoko

As we come out to enjoy the warmer months, Andrew Akuoko reminds us perhaps it’s also time to look at ways we can get our money matters in order!

Advisers Must Prepare Or Pay The PriceAdvisers Must Prepare Or Pay The PriceAdvisers Must Prepare Or Pay The Price

by Rodney Lester

FASEA was established with a mandate to govern the conduct of professionals in the financial advice sector. If advisers don’t start preparing now for change, they could end up paying dearly...

Independent Advice - Deconstructing The Term In Financial AdviceIndependent Advice - Deconstructing The Term In Financial AdviceIndependent Advice - Deconstructing The Term In Financial Advice

by Frances Hesse

Consumers should be aware that the term "Independent" has a particular meaning in financial advice circles. Platinum adviser Frances Hesse deconstructs the term in response to a query from our Ask an Adviser service.

Adviser Ratings Profiles Dennis DiBartoloAdviser Ratings Profiles Dennis DiBartoloAdviser Ratings Profiles Dennis DiBartolo

by Dennis DiBartolo

Our Adviser Profile this week is Dennis Dibartolo, a Platinum adviser with 30 Client reviews at an average client rating of 94%. Dennis is the Practice Principal of Altitude Wealth Management in Townsville.

Ask an Adviser - Care Allowance and Interim RetirementAsk an Adviser - Care Allowance and Interim RetirementAsk an Adviser - Care Allowance and Interim Retirement

by Terri From the Gold Coast

My father is in Interim Retirement home on his last legs! He has $35,000 in a Term Investment. If he has less than $46,000 in his savings acct. (which he has) he no longer has to pay the Extra Daily Care Allowance to the supplier. He does ...

Half Of Pre-retirees Risk An Uncomfortable RetirementHalf Of Pre-retirees Risk An Uncomfortable RetirementHalf Of Pre-retirees Risk An Uncomfortable Retirement

by Adviser Ratings

New research indicates that more than half of pre-retiree Australians (aged over 50) are on track to fall short of the level required to have a comfortable retirement. One third of Australians aged between 50 and 70 had less than $50,000 i...

Ask an Adviser - Aged Care and Asset SplittingAsk an Adviser - Aged Care and Asset SplittingAsk an Adviser - Aged Care and Asset Splitting

by Deb from Tugun in Qld

We are about to place my 95 year old mother into a home. Her home is worth over $2m due to location. There are 4 siblings. Can we transfer the house into our names or sell it and split the money?

Adviser Ratings Profiles Matt HaleAdviser Ratings Profiles Matt HaleAdviser Ratings Profiles Matt Hale

by Matt Hale

Our Adviser Profile this week is Matt Hale, a Platinum adviser with 15 client reviews with an average client rating of 99%. Matt is a Senior Financial Adviser and Director at Rising Tide Financial Services, in Melbourne.