by Hayley Knight
SOA's should be seen as prime real estate. Every single sentence, chart and table needs to be questioned. Does this really need to be here? Pages upon pages of jargon, repeated disclosure and boring generic graphs clutter the actual advice and…
by Danny F
I own a two storey house which I live and I own a single storey investment property. I want to gift my daughter the two storey house which I live and move into the investment property. Will my daughter or me have to pay a gift tax?
by Wayne Leggett
Our Adviser Profile this week is Wayne Leggett. A Platinum adviser with 13 reviews and an average customer rating of 98%, Wayne was the inaugural National President of the Association of Financial Advisers (AFA) and regularly appears in media in his…
by Simon Pederson
For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need preparation, flexibility and perseverance. In many ways, retirement planning is quite similar.
by Chris Browne
Protecting our loved ones is something we all care about, but when it comes to financial security, your family may not be as safe as you think.
by Sam Wallis-Smith
I am 46 and plan to retire at 60. I would like to plan my finances so that I can retire with adequate income. I currently have around $165K in an industry super fund and my salary is $125K. I own a house which is paid off and have an investment…
by Fergus Hardingham
Our Adviser Profile this week is Fergus Hardingham, a Platinum adviser with 9 reviews and an average customer rating of 99%. Fergus is the Director of FM Financial Solutions, a business he co-founded in 2004, which operates out of Pyrmont in the…
by Hayley Knight
Hayley Knight writes a follow up piece on how advisers might simplify and or shorten their Statement of Advice to make it more client friendly...
by Sean Hinson
Our Adviser Profile this week is Sean Hinson, a Gold adviser with 13 reviews and an average customer rating of 99%, Sean services his clients from his firm, Wealth Developers in Mount Gravatt in Brisbane.