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Everything from AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

CPD: Tax and Self-Managed Super Funds

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year

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07 May 2025

CPD: Super tax facts

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Superannuation is regarded as the most tax-effective way to save for retirement. However, tax effective is not tax free. This article, proudly sponsored by Allianz Retire+, explores the super tax

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11 Mar 2025

CPD: Tax and Trusts

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of

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02 Dec 2024

CPD: Deceased estates and tax

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines

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04 Oct 2024

CPD: Estate planning and tax

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Estate planning is a fundamentally important aspect of financial (and legal) management – and has important tax consequences. This article, proudly sponsored by Allianz Retire+, examines some of the elements

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20 Aug 2024

CPD: Philanthropy and tax

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Philanthropy has a double benefit; it plays an important role by supporting charities, not-for-profits and community groups and comes with tax benefits for the benefactor. This article, proudly sponsored by

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03 Jun 2024

CPD: SMSFs and tax

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs

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19 Apr 2024

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CPD: Diverging markets, diversified portfolios
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably. Central banks, which tightened policy in unison to [...]
CPD: Scam alert – the role for advisers in our biggest consumer protection challenge
Introduction Financial scams are arguably the biggest consumer protection challenge facing the financial sector in 2024. With data suggesting scams are costing Australian consumers more than $3 billion each year[1] [...]
CPD: Bonds are back!
Fixed income investments have returned to favour and once again are playing an important role in client portfolios. This article from GSFM explains why bonds are back and that the [...]
CPD: The stages of retirement- the adviser’s role
Retirement marks a significant transition in one’s life, representing the culmination of years of hard work and financial planning. In this article from Allianz Retire+, the important role advisers play [...]
CPD: Ethics and criminality
Ethical considerations lie at the heart of financial advice, shaping the relationship between advisers and their clients and underpinning the trust upon which this relationship is built. Despite this, a [...]