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Universal Approved Product Lists Universal Approved Product Lists Universal Approved Product Lists

by Angus Woods

Advisers are currently paying anywhere between 5%-15% of their revenues to licensees to support them with licensing requirements – from technology to training to access to discounted services like research. A fundamental aspect of every licensee -…

Ask an Adviser - Paying Insurance Using Your Superannuation Ask an Adviser - Paying Insurance Using Your Superannuation Ask an Adviser - Paying Insurance Using Your Superannuation

by Brad P from Newcastle

I've heard that some insurance can be paid for by your super. I'm 45 and have just got married and am thinking about life and injury insurance to cover my new family. I have about $100K in super. How much would it cost and will my super balance be…

Adviser Ratings Profiles Sacha Burchgart Adviser Ratings Profiles Sacha Burchgart Adviser Ratings Profiles Sacha Burchgart

by Sacha Burchgart

Our Adviser Profile this week is Sacha Burchgart, a Gold Adviser with 15 reviews and an average client rating of 100%. Sacha is the founder of Burcheart working out of Erskineville in Sydney.

The Ultimate Financial Checklist The Ultimate Financial Checklist The Ultimate Financial Checklist

by Michal Bodi

We hear stories about financial freedom all the time. But where do you start? What are the very first steps you need to consider?

The Rise Of The Investment Tribe The Rise Of The Investment Tribe The Rise Of The Investment Tribe

by Clayton Daniel

The rise of crowdfunding offers proof humanity does not always allocate capital rationally (at least in the "Homo economics - economic rationalist sense of that word). Rather, it allows people to align their money with their values. As a funding…

Early Reflections On The Federal Budget 2017 Early Reflections On The Federal Budget 2017 Early Reflections On The Federal Budget 2017

by Rodney Lester

Was this a Labor-Lite budget delivered by the Liberals? Is business happy or sad? And we're so glad someone thought of the whales and dolphins.

Ask an Adviser - How Much Money Is Needed To Make An SMSF Viable? Ask an Adviser - How Much Money Is Needed To Make An SMSF Viable? Ask an Adviser - How Much Money Is Needed To Make An SMSF Viable?

by Mick from Adelaide

How much money do I have to have in my super to make it worthwhile for a self-managed super fund to be appropriate for me? I have heard there is a lot of admin that goes with SMSF’s?

Adviser Ratings Profiles Justin Isaacs Adviser Ratings Profiles Justin Isaacs Adviser Ratings Profiles Justin Isaacs

by Justin Isaacs, IP Financial Advisers

Our Adviser Profile this week is Justin Isaacs. Justin Has 15 Client reviews with an average client rating of 92%. Justin Has been advising for over 10 years and works at IP Financial Advisers in Parramatta in Sydney.

How Does Managing Women’s Finance Differ From Men’s? How Does Managing Women’s Finance Differ From Men’s? How Does Managing Women’s Finance Differ From Men’s?

by Kellie Cowie

Whether we want to admit it or not, women and men face very different challenges in their lives financially.