by Brenton Tong
Who’s Frank? It’s a strange name but franking credits are big business. Franking Credits are have been in the news because of Labor's proposal to amend some aspects of how they work. First introduced by the Hawke/Keating government in 1987, the…
by Adviser Ratings
This week Westpac announced its intention to stop licensing advisers to offer personal financial advice, joining its big-four rivals in abandoning the once-dominant model of vertical integration. The decision to stop licensing advisers, who either…
by Simon Shepherd
Advice is about planning ahead. Estate planning is something that should be thought about and planned for much sooner rather than later. Have you ever had a crisis and suddenly had to pick up the affairs of a loved one, such as your partner or…
by Steve Luman
Hi I'm Tubby, My grandmother sold her property and gifted unconditionally $150000 to me to buy a house. Question, am I required to pay tax on the amount?
From Tubby in Vic
by Adviser Ratings
Increased compliance and revenue pressures are driving unprecedented changes in the financial advice industry, and may result in a very different landscape for advice in the next 5 years. Speculation abounds about where the industry will land, with…
by Steve Laman
Our Adviser Profile this week is Steve Luman. Steve is a Gold Adviser with 5 client reviews and an average customer rating of 4.82 out of 5 stars. Steve is the owner and Senior Adviser of Sunlife Financial Advisory in Runaway Bay, Qld.
by Adviser Ratings
Adviser Ratings musical chairs report offers insights into advisers changing dealer groups. The industry experienced a huge rush of new advisers registering before the end of 2018 with the introduction of the new FASEA requirements. The number of…
by Adviser Ratings
The dust from the journalists stampeding from the budget lock-up has barely settled following Treasurer Josh Frydenberg’s first budget, delivered last night. Coming, as it does, a little more than a month prior to a federal election, it should be…
by Alec Berry
We as Australians have a tendency to be bad savers. This is not exclusive to any one generation - it isn’t just millennials, Australians of all age groups are guilty of it. To help you break the cycle and get a handle on your cash flow Alec Berry…