Article list

Everything from Omniwealth

It’s April. How are those New Year resolutions looking?

From Omniwealth

Remember New Year’s Eve? Almost four months ago many people shared their New Year resolutions with friends and family. Comparison website finder.com.au found that on average 58% of Australians broke

continue reading

04 Apr 2017

Is art appropriate for your self-managed superannuation fund?

From Omniwealth

Art can be an attractive alternative investment, with many people buying it because of their passion and its scarcity. But, is it appropriate for your self-managed superannuation fund? Ordinarily we

continue reading

23 Mar 2017

Omniwealth Advisory Services launched to assist clients work smarter with their banks with proposed July 2017 rule changes

From Omniwealth

The Carnell Inquiry into small business loans recommends changes to how banks deal with small business customers. “In the event that the changes are adopted, banks will have to communicate

continue reading

06 Mar 2017

Using interest free finance wisely for home renovations

From Omniwealth

If our passion for television show “The Block” is anything to go by, Australians like to renovate (or watch other people renovate!). Many of my clients are joining an army

continue reading

01 Feb 2017

Incapacity and SMSF trustees: How to get out of running an SMSF when health is poor or just too old?

From Omniwealth

Begin as you intend to end. When it comes to SMSF’s, exiting at the right time and in an orderly fashion can often be a difficult decision to make for

continue reading

16 Dec 2016

What did you not achieve this year? … Here are five tips to get you off to a good start for 2017

From Omniwealth

“Wow. It’s almost Christmas” … “Where has the year gone” … Familiar cries for the start of December. What did you achieve in 2016? Did you achieve all that you

continue reading

06 Dec 2016

When is it a viable option to open your own SMSF?

From Omniwealth

Starting your own self-managed superannuation fund (SMSF) has been a hot topic for over a decade now. In my time as a Financial Planner, I am observing that the age

continue reading

30 Nov 2016

With 10 years to retirement can helping your children be detrimental to your own retirement?

From Omniwealth

A lot of my clients are telling me “I want to help my children buy a home.” This is understandable given the average house price as a ratio to average

continue reading

15 Nov 2016

Age Pension – Asset thresholds and taper rates that apply to the Age Pension asset test will change on the 1st January 2017

From Omniwealth

The asset thresholds and taper rates that apply to the Age Pension asset test will change on the 1st January 2017 and will affect all pensioners who are asset tested

continue reading

27 Sep 2016

Consider using equity in your own home to fund SMSF investing

From Omniwealth

The average superannuation balance for Australians aged 45-54 is $151,500 for males and $90,800 for females. Australians aged 55-64 have an average balance of $322,000 for males and $180,000 for

continue reading

13 Sep 2016

FIRST 1 2 3 4 567 LAST

Earn CPD Points

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 [...]