by Deb from Tugun in Qld
We are about to place my 95 year old mother into a home. Her home is worth over $2m due to location. There are 4 siblings. Can we transfer the house into our names or sell it and split the money?
by Matt Hale
Our Adviser Profile this week is Matt Hale, a Platinum adviser with 15 client reviews with an average client rating of 99%. Matt is a Senior Financial Adviser and Director at Rising Tide Financial Services, in Melbourne.
by Adviser Ratings
New research indicates that more than half of pre-retiree Australians (aged over 50) are on track to fall short of the level required to have a comfortable retirement. One third of Australians aged between 50 and 70 had less than $50,000 in super,…
by Dennis DiBartolo
Our Adviser Profile this week is Dennis Dibartolo, a Platinum adviser with 30 Client reviews at an average client rating of 94%. Dennis is the Practice Principal of Altitude Wealth Management in Townsville.
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…
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.
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...
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.
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…