by Adviser Ratings
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 criminal offences by failing to move super customers from a high-fee fund to…
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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 the subsequent abolition of commissions for investment advice. This commentary…
by Lynette Murray, Acton Financial Planning
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, Platinum Adviser on Adviser Ratings, gives us the detail.
by Vanessa Stoykov
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 experience different life challenges, including health, and the fact that having no…
by Anne from Wantirna, VIC
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) & the childcare rebate & childcare benefit?
by Lynette Murray, Acton Advice Group
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, this is often not something they have planned for and it can have a major impact…
by Adviser Ratings
Retail Super Cops a Hammering; Industry Not So Much. Last Friday, the Royal Commission finished its public hearings into the superannuation industry. Evidence over the two weeks saw a litany of failures stack up, most of which emanated from the…
by Lynette Murray, Acton Financial Planning
A ‘side hustle’ is something that you do outside your normal job that produces additional income.
by Lynette Murray
Our money personality can play a major role in how we value (and spend!) money; everything from going up a size one morning with your takeaway coffee, to the brand of clothing you regularly purchase and the make of car you drive. Platinum adviser…