Estate equalisation by courts not so straightforward

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In a 2015 court case a claim by the daughters of the deceased for an equal share of his estate was dismissed. It was taken that the daughters had been... Read more continue reading

ETFGI reports assets invested in ETFs/ETPs listed in Japan reached a new record of 209 billion US dollars at the end of April 2017

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 ETFGI the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in ETFs/ETPs listed in Japan reach a new record high of... Read more continue reading

New CommInsure underwriting offer to improve adviser productivity

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CommInsure has enhanced its underwriting offer with a new tele-interview service and upgrades to its underwriting rules to improve adviser productivity. The improvements are part of a wider program designed... Read more continue reading

Make claims part of your value proposition

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The continued focus on LIF has spawned a number of corollary discussions, with one of the most important being around the concept of the adviser value proposition. Put simply, your... Read more continue reading

Unlocking value for retirement income

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For many retirees, the family home represents their primary source of personal wealth. For most, paying off the mortgage has been more important than making additional contributions to superannuation, creating... Read more continue reading

Australian house prices and the law of unintended consequences – are we nearing a tipping point?

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Topic of the week, month, year and decade Australian house prices. It seems everyone has an opinion. When house prices collapsed in the US and parts of Europe during the... Read more continue reading

Changes to superannuation are almost here – don’t keep your head in the sand

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It’s time to seriously consider tax-effective options outside of super. According to Neil Rogan, General Manager of Investment Bonds for Centuria, time is running out for Australians likely to be... Read more continue reading

A Super chance to talk aged care

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Over the coming months financial advisers will meet with most of their clients to explain the changes to superannuation that take effect from 1 July 2017, to discuss the impact... Read more continue reading

Does an SMSF cease to be compliant if its members go overseas?

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Frank and Mary want to go overseas for a while to work in England. They’re told that they need to ensure that their SMSF does not become a non-resident fund... Read more continue reading

Understanding the upcoming changes to super contribution limits

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On 1 July 2017, some of the widest-sweeping reforms to super since 2007 will come into effect. These reforms aim to limit the amount of money people can contribute to... Read more continue reading