For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

News | Search

IOOF Boss Combative At Royal Commission IOOF Boss Combative At Royal Commission IOOF Boss Combative At Royal Commission

by Adviser Ratings

The Royal commission hearings that continued yesterday contained some intriguing comments from IOOF managing director Chris Kelaher, who was in a combative mood, determined it seems to give no quarter to counsel assisting the commission Michael…

Royal Commission: Transparency Issues For NAB Royal Commission: Transparency Issues For NAB Royal Commission: Transparency Issues For NAB

by Adviser Ratings

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...

Royal Commission Update- Crimes and Tennis Royal Commission Update- Crimes and Tennis Royal Commission Update- Crimes and Tennis

by Adviser Ratings

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) and Hostplus getting grilled for hosting...

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 on Whether You Have Enough To Retire On

by Sofie Korac & Adviser Ratings

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 when that asset has to be accumulated by, is the key question to be answered.

Grandfathered Fees Blamed For Lower Returns Grandfathered Fees Blamed For Lower Returns Grandfathered Fees Blamed For Lower Returns

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…

The Consequences of Ending Grandfathering The Consequences of Ending Grandfathering The Consequences of Ending Grandfathering

by

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…

Don't Downsize Your Home Until After You Are 65 Don't Downsize Your Home Until After You Are 65 Don't Downsize Your Home Until After You Are 65

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.

5 Steps to Reinventing Yourself And Your Finances 5 Steps to Reinventing Yourself And Your Finances 5 Steps to Reinventing Yourself And Your Finances

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…

Ask an Adviser - Gifting Money and Centrelink Benefits Ask an Adviser - Gifting Money and Centrelink Benefits Ask an Adviser - Gifting Money and Centrelink Benefits

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?