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Ask an Adviser - Helping Out With Foreign Assets Ask an Adviser - Helping Out With Foreign Assets Ask an Adviser - Helping Out With Foreign Assets

by Simon Pederson

Question 1 I have inherited $40,000 from my father in NZ when he passed away - do I have to pay tax on this money when I transfer to here in Australia? Question 2 I am a foreigner. My daughter is Australian PR. I want to buy her an apartment in…

Advisers Preferring Private Licensees to Institutions Advisers Preferring Private Licensees to Institutions Advisers Preferring Private Licensees to Institutions

by Adviser Ratings

Having previously looked at some analysis of new and ceased adviser numbers for the period of Dec 2018-Feb 2019, we now turn our attention to advisers who are returning to the industry and/or switching between licensees. During this period, there…

Adviser Marketplace Adviser Marketplace Adviser Marketplace

by Adviser Ratings

We are very excited to finally announce the impending launch of the Adviser Marketplace. It's the exact same premise as our core ratings product, but this time it puts the adviser in the driver's seat.

Financial advisers share their voting preferences Financial advisers share their voting preferences Financial advisers share their voting preferences

by Adviser Ratings

A dozen or so seats across the country will decide who will be Australia's economic manager

Winners are Grinners - Federal Election 2019 Winners are Grinners - Federal Election 2019 Winners are Grinners - Federal Election 2019

by Adviser Ratings

The relief on the faces of many financial planners across the country was evident from the early evening on election night, when it became apparent that the widespread predictions of a Labor victory at the federal election were wrong. There can be…

Adviser Ratings Profiles Kevin Malcolm Adviser Ratings Profiles Kevin Malcolm Adviser Ratings Profiles Kevin Malcolm

by Kevin Malcolm

Our Adviser Profile this week is Kevin Malcolm, a Platinum Adviser with 32 reviews and an average client rating of 4.66 out of 5 Stars. Kevin says his greatest satisfaction is helping people understand their finances and becoming financially…

Benefits of Advice Benefits of Advice Benefits of Advice

by Lee Nickelson

In the wake of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, it is important that we continue to focus on the benefits of receiving expert Financial Advice. Gold Adviser Lee Nickelson writes…

Where to Get Advice? Where to Get Advice? Where to Get Advice?

by Adviser Ratings

With the election over and many of the questions over mooted policy changes and their impacts on super, negative gearing and franking credits somewhat settled, there has never been a better time to see an adviser to help secure your financial…

Knowing Your Industry Knowing Your Industry Knowing Your Industry

by Adviser Ratings

If you’re thinking about switching licensee’s, you might like to know that nearly half of all such advisers had the switch formally sorted within 3 days. Continuing the trend, we note as well that our most recent information indicates while 40% of…