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Will Caring for Ageing Parents be Your Financial Crisis?

Will Caring for Ageing Parents be Your Financial Crisis?

We are living increasingly longer and many older people will outlive their money. While adult children may assume the responsibility for paying for their parents’ care,...

5 Steps to Reinventing Yourself And Your Finances

5 Steps to Reinventing Yourself And Your Finances

Everyone makes jokes about the kind of old age they want. Or dream of travelling, sleeping in, and general good times. The reality is mostly different, as people...

Don't Downsize Your Home Until After You Are 65

Don't Downsize Your Home Until After You Are 65

Recently introduced legislation allows people aged 65 and over to make a contribution to their superannuation from the proceeds of selling their home. Lynette Murray,...

Jackson Millan

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Ask an Adviser - Gifting Money and Centrelink Benefits

Hi Team, My father wants to gift my brother & myself an equal $250k. Will this have any impact on our declared Centrelink income (currently $130k combined family income)...

Grandfathered Fees Blamed For Lower Returns

Grandfathered Fees Blamed For Lower Returns

The embattled wealth arm of CBA, Colonial First State came under further heat at the Royal Commission yesterday. After previously admitting it committed more than 15,000...

The Consequences of Ending Grandfathering

The Consequences of Ending Grandfathering

There has been a lot of discussion and speculation about the ending of grandfathering for clients already receiving advice prior to the introduction of FOFA in 2014 and...

Royal Commission Update- Crimes and Tennis

Royal Commission Update- Crimes and Tennis

Yesterday details emerged about all sorts of “dodgy” practices engaged in by superfunds – not least that 15,000 criminal offences were committed (resulting in no action)...

Royal Commission: Transparency Issues For NAB

Royal Commission: Transparency Issues For NAB

Was NAB had being ’open and transparent” with ASIC regarding compensation to its super customers for being charged more fees for no service. Maybe, maybe not...

Video: Sofie Korac on Whether You Have Enough To Retire On

Video: Sofie Korac on Whether You Have Enough To Retire On

Video: Sofie Korac tells us how to work with your financial adviser to calculate your retirement planning needs, and how working out the asset value that you need, and...

BTNext 2018. Taking Your Practice Into The Future

BTNext 2018. Taking Your Practice Into The Future

BT would like to invite you to our free roadshow event, BTNext 2018, running in major capital cities from 20 to 24 August. Our industry is changing, requiring us to...

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