by Simon Shepherd
My wife and I are self funded retirees and we derive our income from our AustralianSuper Choice Income Pension Accounts. In 2016, the Fund’s Financial Advisor advised us to each invest 50/50 in their Conservative Balanced and Diversified Fixed…
by Sofie Korac, Prudentia Financial Planning
Women don’t share the same kind of financial life that men do. So why should they receive the same financial advice?
Sofie Korac's mission is to empower women with the skills, knowledge, strategies and confidence necessary to become and remain…
by Adviser Ratings
While investing in property is considered to be less risky than other types of investment, there are many many things that need to be considered before taking the plunge. This guide outlines some of those things....
by Adviser Ratings
Our industry is currently undergoing a massive state of change. FASEA and the Royal Commission are two key agents leading to much anxiety in the world of financial advisers. Everything from fee structures and remuneration to “structural separation”…
by Simon Shepherd
Our Adviser profile this week is Simon Shepherd from Morgans Financial in Chatswood in Sydney. Simon is a Platinum adviser with 18 client reviews at an average rating of 4.74 out of 5 stars.
by Adviser Ratings
Enzo Fantasia has been helping clients in the Bunbury area in WA for over 27 years and has built a loyal clientele over that time. He was one of the first advisers to claim his profile on Adviser Ratings. We thought it might be nice to take this…
by Adviser Ratings
In a move that has but a put the super industry and corporate Australia on notice, last Friday, APRA announced it had launched proceedings to disqualify five IOOF leaders from being superannuation trustees. APRA has alleged that Chief Executive…
by Simon Pederson
You only get one shot at going into retirement, so it is essential that you go in with your eyes wide open. That means being aware of where your income may be coming from, how to plan for living and recreational expenses, and making decisions that…
by Andrew Albury
There are a number of important elements that, when planned, implemented and reviewed correctly and regularly, work together to make a self-managed superannuation fund (SMSF) operate successfully. One of the most critical, and often overlooked of…