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Ask an Adviser - Care Allowance and Interim Retirement Ask an Adviser - Care Allowance and Interim Retirement Ask an Adviser - Care Allowance and Interim Retirement

by Terri From the Gold Coast

My father is in Interim Retirement home on his last legs! He has $35,000 in a Term Investment. If he has less than $46,000 in his savings acct. (which he has) he no longer has to pay the Extra Daily Care Allowance to the supplier. He does not use…

Independent Advice - Deconstructing The Term In Financial Advice Independent Advice - Deconstructing The Term In Financial Advice Independent Advice - Deconstructing The Term In Financial Advice

by Frances Hesse

Consumers should be aware that the term "Independent" has a particular meaning in financial advice circles. Platinum adviser Frances Hesse deconstructs the term in response to a query from our Ask an Adviser service.

Advisers Must Prepare Or Pay The Price Advisers Must Prepare Or Pay The Price Advisers Must Prepare Or Pay The Price

by Rodney Lester

FASEA was established with a mandate to govern the conduct of professionals in the financial advice sector. If advisers don’t start preparing now for change, they could end up paying dearly...

Adviser Ratings Profiles Chris Browne Adviser Ratings Profiles Chris Browne Adviser Ratings Profiles Chris Browne

by Chris Browne

Our Adviser Profile this week is Chris Browne. Chris has an average client rating of 99% and is the Founder and Managing Director of Gen X and Y specialists, Rising Tide Financial Services in Melbourne.

Ask an Adviser - Tax Implications of Gifted Money Ask an Adviser - Tax Implications of Gifted Money Ask an Adviser - Tax Implications of Gifted Money

by Jeffrey H

I am currently studying in university and my mother gave me two large sums of payments for purchasing electronics and monthly utility fee payments which goes over the tax free threshold. She and I are both not working so would I need to pay tax…

5 Ways to Spring Clean Your Finances 5 Ways to Spring Clean Your Finances 5 Ways to Spring Clean Your Finances

by Andrew Akuoko

As we come out to enjoy the warmer months, Andrew Akuoko reminds us perhaps it’s also time to look at ways we can get our money matters in order!

Time To Switch Banks? Here's How To Do It Time To Switch Banks? Here's How To Do It Time To Switch Banks? Here's How To Do It

by Chris Browne

While we all know the benefits of shopping around for better deals on our everyday living expenses like utilities and phone and internet packages, there’s a big one that is often overlooked – our bank!

Adviser Ratings Profiles Charles Badenach Adviser Ratings Profiles Charles Badenach Adviser Ratings Profiles Charles Badenach

by Charles Badenach

Our Adviser Profile this week is Charles Badenach. Charles is a multi-award winning adviser and co-founder, Principal and Private Client Adviser at Main Street Financial Solutions in Hobart. He has scored a perfect 100% in both Adviser and Customer…

Ask an Adviser - Cash Flow Tips For Beginners In Small Business Ask an Adviser - Cash Flow Tips For Beginners In Small Business Ask an Adviser - Cash Flow Tips For Beginners In Small Business

by Tara R in Adelaide

I've been running a small business for a year now but I have trouble keeping a record of my cash flow. Are there any easy cash flow tips for beginners like me?