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Ask an Adviser - Refundable Accommodation Deposit (RAD) for Aged Care Ask an Adviser - Refundable Accommodation Deposit (RAD) for Aged Care Ask an Adviser - Refundable Accommodation Deposit (RAD) for Aged Care

by Adam Faulkner, Sentinel Wealth Management

Adviser Adam Faulkner looks at aged care, and reverse mortgages and Refundable Accommodation Deposits (RAD).

Adviser Ratings Appoints CEO Wealth To Accelerate Growth Adviser Ratings Appoints CEO Wealth To Accelerate Growth Adviser Ratings Appoints CEO Wealth To Accelerate Growth

by Adviser Ratings

Adviser Ratings, the leading independent consumer platform for seeking financial advice, has today announced the appointment of Mark Hoven as CEO Wealth, reporting to founder and Managing Director Angus Woods.

Adviser Ratings Profiles Bob Nixon Adviser Ratings Profiles Bob Nixon Adviser Ratings Profiles Bob Nixon

by Bob Nixon

Our Adviser Profile this week is Bob Nixon. Bob is the Principal Adviser and Managing Director of Nixon Financial Services in Gisborne in Victoria.

Ask an Adviser - UK Pensions and QROPS Changes Ask an Adviser - UK Pensions and QROPS Changes Ask an Adviser - UK Pensions and QROPS Changes

by Richard in Sydney

My parents have lived in Australia for 20+years and the whole time drawing a UK pension. Is it possible to transfer it out here? What do we need to be aware of when considering this? I keep seeing the term 'QROPS'. What is this, and is it important?

Are Australians Prepared for Retirement? Are Australians Prepared for Retirement? Are Australians Prepared for Retirement?

by Rodney Lester

The much quoted figure, if you want to believe it, is that you need a million dollars or more to draw on once you have retired, but the amount a person “needs” to retire on will depend overwhelmingly on that individual's needs and desires...

Adviser Ratings Profiles Darren Johns Adviser Ratings Profiles Darren Johns Adviser Ratings Profiles Darren Johns

by Darren Johns

Our Adviser Profile this week is Darren Johns, the 2016 AFA Financial Adviser of the Year. Darren has 36 client reviews rating him at 97%. His self licensed advice business, Align Financial operates from Narrabeen, in Sydney’s Northern beaches.

Ask an Adviser: Bringing Someone Into Your Small Business Ask an Adviser: Bringing Someone Into Your Small Business Ask an Adviser: Bringing Someone Into Your Small Business

by Sally From Melbourne

I started my retail florist business 4 years ago. Its growing and I am paying off a $50,000 debt slowly but regularly. My boyfriend came on board 7 months ago and is doing more hours than getting paid for. I am still protective of what i have grown…

The UK Pension Transfer Maze The UK Pension Transfer Maze The UK Pension Transfer Maze

by John Goldie

Our Ask an Adviser question last week got at least one UK pension adviser thinking, and he wanted to share a little more about the complexity of transferring pensions that the limited word format of the responses did not allow...

Ask an Adviser - Tax Implications From an Overseas Gift Ask an Adviser - Tax Implications From an Overseas Gift Ask an Adviser - Tax Implications From an Overseas Gift

by Vera from Brisbane

My parents would like to help me with my mortgage by sending money to me from overseas. As the receiver of the money, what tax implication will I have on my tax position, do I need to declare it on my tax return? As the sender, what tax implication…