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Everything from Aged Care Steps

‘White knight’ of financial advice sector

From Aged Care Steps

At a time when many have described the financial advice sector as reeling, and some advisers are saying they feel depressed and afraid about the future, there’s a good news

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16 May 2019

Growing advice business amidst industry disruption

From Aged Care Steps

Advisers and licensees distracted by developments in financial services may be overlooking an existing advice opportunity which is available to access a growing revenue stream. “The findings of the Royal

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04 Feb 2019

Pension Loan Scheme not assessable income

From Aged Care Steps

Much excitement was generated by the May Budget announcement to extend the Pension Loan Scheme (PLS). “This proposed to allow full pensioners, part pensioners and self-funded retirees greater opportunities to

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27 Aug 2018

Legislative change in aged care requires advisers to have access to the right tools

From Aged Care Steps

Legislation is subject to constant change and new opportunities arise as a result. Even changes that are not directly related to aged care could create new strategy options for aged

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06 Jul 2018

Licensing rules limit advice on the Pension Loans Scheme

From Aged Care Steps

Financial planners will be limited in providing advice on the Pension Loans Scheme (PLS) unless they are adequately licensed. Louise Biti, Director at Aged Care Steps said, “We identified a

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18 Jun 2018

Impacts of the 2018 Federal Budget

From Aged Care Steps

The Government handed down the 2018 Federal Budget on 8 May. With an ageing population and baby boomers starting to head towards care years there was a major focus on

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10 May 2018

Survey reveals how aged care will be become an increasingly important topic of conversation

From Aged Care Steps

Aged care will shift the landscape for financial planning and will become an increasingly important topic of conversation for advice professionals and consumers as revealed by an industry survey conducted

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06 Feb 2018

Rethinking the adequacy of retirement planning

From Aged Care Steps

When taking into account the costs of aged care, the current retirement planning approach taken by many advisers may fall short of predicting the real retirement income needs and leave

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09 Oct 2017

Federal Budget 2017 analysis

From Aged Care Steps

The Government handed down the 2017 Federal Budget on 9 May. It is no surprise that the main focus of the Budget was to address the issues of affordable housing

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11 May 2017

A Super chance to talk aged care

From Aged Care Steps

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

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08 May 2017

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]