‘Super Family Feud’ case where three children were in a dispute over father’s super death benefit

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Brian Hor from Townsends law discusses a classic ‘Super Family Feud’ case where three children were in a dispute over their father’s super death benefit, which could all have been... Read more continue reading

Changes to aged pension asset test will make home affordability worse

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People planning for their retirement might soon shun convention by upsizing to a more expensive home to improve their access to the Aged Pension. Middletons Securities Adviser, Mr David Middleton,... Read more continue reading

Imputation bonds add up for paying off student loans

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An investment-linked insurance bond could be the salvation for students or their families that want to avoid the potentially crippling impact of student debt. Annually, Australia’s Higher Education Loan Payment... Read more continue reading

Housing Affordability – It’s not all about Sydney and Melbourne

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The March quarter edition of the Adelaide Bank/Real Estate Institute of Australia Housing Affordability Report shows an improvement in housing affordability nationally with the proportion of family income required to... Read more continue reading

Strategy Steps launches the strategy matrix advice tool

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How does an adviser determine the right advice to give the average Australian? And what are the appropriate advice questions and the strategy considerations? According to the Australian Bureau of... Read more continue reading

M&A increase in accounting practices – in contrast ‘valuation shock’ hinders financial advisers

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Connect Financial Service Brokers (Connect) CEO Paul Tynan has confirmed that his organisation has seen a significant increase in merger and acquisition activity within the accounting sector since the start... Read more continue reading

Consumers upbeat on family finances

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Consumer confidence Consumer confidence A net 27 per cent of consumers are positive on their finances over the next year – a result that was last bettered 13 months ago.... Read more continue reading

Forget the glass jar in your bedroom – soon Aussies can invest ‘spare change’ into a portfolio, all via an app

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Instreet Investments Limited has entered into a joint venture with U.S. start-up Acorns Grow, Inc, to bring the company’s hugely successful savings and investment app to Australia. Acorns is a free... Read more continue reading

Businesses not seeking financial advice: Survey

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Only one in every three businesses in Australia makes use of a financial adviser. While this proportion is surprisingly low, there is an opportunity for financial advisers, with three in... Read more continue reading

Australians looking for a formal plan from their advisers

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Australians value structure and planning most highly in their relationship with their advisers, compared to global investors who are focused on performance, according to recent Legg Mason research. Surveyed as... Read more continue reading