by Adviser Ratings
Having debts that are out of control can be stressful and overwhelming. If this is the predicament that you find yourself in, do not hesitate to seek help.
by Simon Pederson
How do we go about setting up a retirement fund here. New citizens since 2017 have 20,000,000 in assets in Europe and a house here in Oz. We have a super with about 70k in it. Best course of action?
by Adviser Ratings
After the last two weeks of hearings, the commission found multiple insurers are likely to have engaged in misconduct over claims handling and to have breached their duty to act in utmost good faith. So are the “smartest guys in the room” running…
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.
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…
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.
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…
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…
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…