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Lowering The Barrier To Entry for Clients Lowering The Barrier To Entry for Clients Lowering The Barrier To Entry for Clients

by Rodney Lester

How can the industry solve the “scaled advice” problem - that would see people introduced to financial advice at a more attractive price point and encourage and enable more people to access professional financial advice?

Licensee Movement Analysis Licensee Movement Analysis Licensee Movement Analysis

by Rudi Loggenberg

Adviser Ratings conducts a comprehensive monthly review of adviser movements and has shared some of this data in previous articles. This data always makes for some very interesting reading, identifying historical trends and perhaps, providing a…

Ask an Adviser - Gifting Cash and the Family Tax Benefit Ask an Adviser - Gifting Cash and the Family Tax Benefit Ask an Adviser - Gifting Cash and the Family Tax Benefit

by Nini from Melbourne

My mother in law is wanting to send me $40,000 AUS from the UK. How much can I receive before I have to pay tax on it, or it affects any Centrelink FTB?

Disruptions In Finance - Smart Contracts Disruptions In Finance - Smart Contracts Disruptions In Finance - Smart Contracts

by Mark Pesce

If you think developments in cryptocurrencies are all pie in the sky, Mark Pesce has an example of an innovation advanced by the popularity of cryptocurrencies that is likely to touch most people in the not too distant future – the Smart Contract.

2018 Advice Landscape Infographic 2018 Advice Landscape Infographic 2018 Advice Landscape Infographic

by Adviser Ratings Research

Here's a great infographic on the adviser landscape across the country...

Managing Cash In Your Client's SMSF Managing Cash In Your Client's SMSF Managing Cash In Your Client's SMSF

by Bryan Ashenden

The cornerstone to any successfully operating self-managed super fund (SMSF) is its bank or cash account. After all, it’s the first thing that will be opened whenever an SMSF is established.

Ask an Adviser - Our Retirement Strategy Ask an Adviser - Our Retirement Strategy Ask an Adviser - Our Retirement Strategy

by Rodney Johnstone

We own our own home. We have a SMSF. We purchased a commercial building with debt owed. We have shares around 50k. We have approx. 300k to invest. Should we pay off debt, invest in shares or salary sacrifice?

Adviser Ratings Profiles Rod Johnstone Adviser Ratings Profiles Rod Johnstone Adviser Ratings Profiles Rod Johnstone

by Rodney Johnstone

Our Adviser Profile this week is Rod Johnstone, a Platinum adviser with 11 client reviews and an average customer rating of 4.8 out of 5 Stars. Rod is a CFP and Retirement Specialist at B&W Additions in Melbourne’s CBD and wants to make the planning…

Ask an Adviser - Alternatives to Share and Property Investments Ask an Adviser - Alternatives to Share and Property Investments Ask an Adviser - Alternatives to Share and Property Investments

by Ken B in South Australia

We own our home and don't really want to invest further in the share or property markets as we're wary of the next "crash" in both. Aside from topping up super, what other "safe" or low risk investments are available.