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Ask an Adviser - Is Gifting Property Treated The Same Way As Gifting Cash? (4) Ask an Adviser - Is Gifting Property Treated The Same Way As Gifting Cash? (4) Ask an Adviser - Is Gifting Property Treated The Same Way As Gifting Cash? (4)

by Adam Lai

I’m aware of gift tax re cash, but what is the rule re giving property, say a unit as a wedding present to a son. What should I take into account?

Advisers Answer A Question About Giving Property As A Gift Advisers Answer A Question About Giving Property As A Gift Advisers Answer A Question About Giving Property As A Gift

by Adviser Ratings

This week we get four advisers to respond to the following question from Henri in Wollongong...I’m aware of gift tax re cash, but what is the rule re giving property, say a unit as a wedding present to a son. What should I take into account?

Weekly Adviser Movements To August 27th Weekly Adviser Movements To August 27th Weekly Adviser Movements To August 27th

by Angus Woods

Join Adviser Ratings' MD Angus Woods as he takes us through the latest adviser movements (ceased, switched in and new) up to August 27th. Check out the latest charts, insights and where advisers are leaving and heading in this 3-minute video.

Not All Are Happy With IOOF Plans To Acquire MLC Not All Are Happy With IOOF Plans To Acquire MLC Not All Are Happy With IOOF Plans To Acquire MLC

by Adviser Ratings

Monday’s announcement by IOOF that it will buy 100 per cent of MLC for $1.44 billion will make it the largest player in Australia’s wealth industry on current numbers. The deal continues the exit of the big four banks from the wealth industry.…

Industry Feature – Growing The Talent Pool From Universities Industry Feature – Growing The Talent Pool From Universities Industry Feature – Growing The Talent Pool From Universities

by Adviser Ratings

To survive long-term and to service the growing demand from consumers, the advice industry needs to stop this ongoing talent drain and build increased capacity. With the current ratio of leavers to joiners typically 100:1, the disparity is stark and…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest?

by Matt Meehan

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2)

by Anthony Roe

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3)

by Christine Lusher

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4)

by Sarit Shah

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

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While we may facilitate the review and introduction of Advisers, Customers of Adviser Ratings will be responsible for entering into their own agreement with Advisers introduced through our website. Adviser Ratings does not provide personal financial advice nor do we recommend or suggest a particular adviser is right for you. We provide information of a general nature and we do not take into consideration your personal objectives, financial situation or needs. Always consider whether the advice and information you are provided suits your needs. Adviser Ratings does not endorse, accept or adopt the Advisers on our site, the content of any profiles or the comments or discussion in any community forums. For further information about How We Rate Our Advisers, click here. Per quote in our video, refer KPMG research undertaken for Financial Services Council

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