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Adviser Ratings Profiles John Cachia Adviser Ratings Profiles John Cachia Adviser Ratings Profiles John Cachia

by John Cachia

Our Adviser Profile this week is John Cachia, founder and CEO of afagroup Wealth. A Platinum adviser with 67 client reviews, with an average client rating of 4.98 out of 5 stars, John works out of Niddrie in Melbourne, Victoria.

Royal Commission Tempts System Wide Changes Royal Commission Tempts System Wide Changes

by Adviser Ratings

The fallout continues around the release of the Hayne Royal Commission’s interim report last Friday. Haynes assessment boiled down to banks chasing short-term profits at the expense of basic standards of honesty. In asking what will come of the…

Ask an Adviser - Setting Up Trusts For Children Ask an Adviser - Setting Up Trusts For Children Ask an Adviser - Setting Up Trusts For Children

by Shane Black

There is roughly 900,000 in my SMSF. We are in our early 70s. can I use 300,000 to set up trusts for 3 grandchildren locked up till they are 30 years old. We are not on any government subsidy.

Adviser Ratings Profiles Lee Nickelson Adviser Ratings Profiles Lee Nickelson

by Lee Nickelson

Our Adviser Profile this week is Lee Nickelson, who is passionate about creating a world where her two daughters can grow up to receive every opportunity in life. A CFP qualified adviser from Income Solutions in Richmond, Victoria, Lee is a Gold…

Investing - First, Avoid Bad Decisions Investing - First, Avoid Bad Decisions Investing - First, Avoid Bad Decisions

by Justin Hooper

Stories about investing are never about the average investment – they’re always about the heroic or tragic investors – the ones that have either made it very big or failed badly. These are the outliers and the truth is that almost all investors make…

ASIC To Review Unlicensed MDA Activity By Advisers ASIC To Review Unlicensed MDA Activity By Advisers ASIC To Review Unlicensed MDA Activity By Advisers

by Adam Turk

As an adviser, if you have not applied for MDA authorisation on your AFSL and are recommending or dealing in MDA’s, IMA’s or SMA’s whether they are via a platform or not, you are in breach of ASIC’s new MDA regulations that came into force on…

Adviser Ratings Profiles John O'Brien Adviser Ratings Profiles John O'Brien Adviser Ratings Profiles John O'Brien

by John O'Brien

Our Adviser Profile this week is John O’Brien, a Partner at VISIS Private Wealth operating out of Brisbane. John is a Platinum adviser with 16 client reviews, with an average client rating of 4.9 out of 5 stars.

Ask an Adviser - Gifted Money and Centrelink Benefits Ask an Adviser - Gifted Money and Centrelink Benefits Ask an Adviser - Gifted Money and Centrelink Benefits

by Ben Neilson

My father wants to gift my brother and myself an equal A$250,000. Will this have any impact on our declared Centrelink income (currently $130,000 combined family income) and the childcare rebate and childcare benefit?

Women’s Index: Progress Score Gains On Jobs, Wages and Boards Women’s Index: Progress Score Gains On Jobs, Wages and Boards Women’s Index: Progress Score Gains On Jobs, Wages and Boards

by Bianca Hartge-Hazelman

Women's Index sets aspirational target which finds economic equality could be here in just over a decade but only if pace of progress keeps up.