by Steve Luman
Hi I'm Tubby, My grandmother sold her property and gifted unconditionally $150000 to me to buy a house. Question, am I required to pay tax on the amount?
From Tubby in Vic
by Adviser Ratings
Increased compliance and revenue pressures are driving unprecedented changes in the financial advice industry, and may result in a very different landscape for advice in the next 5 years. Speculation abounds about where the industry will land, with…
by Steve Laman
Our Adviser Profile this week is Steve Luman. Steve is a Gold Adviser with 5 client reviews and an average customer rating of 4.82 out of 5 stars. Steve is the owner and Senior Adviser of Sunlife Financial Advisory in Runaway Bay, Qld.
by Adviser Ratings
Adviser Ratings musical chairs report offers insights into advisers changing dealer groups. The industry experienced a huge rush of new advisers registering before the end of 2018 with the introduction of the new FASEA requirements. The number of…
by Adviser Ratings
The dust from the journalists stampeding from the budget lock-up has barely settled following Treasurer Josh Frydenberg’s first budget, delivered last night. Coming, as it does, a little more than a month prior to a federal election, it should be…
by Alec Berry
We as Australians have a tendency to be bad savers. This is not exclusive to any one generation - it isn’t just millennials, Australians of all age groups are guilty of it. To help you break the cycle and get a handle on your cash flow Alec Berry…
by Nicole Niu
We’re always being told to get our Super organised and this week’s great response by Adviser Nicole Niu sheds some light about different things to know about if you are considering changing your fund.
by Nicole Niu
Meet Nicole Niu, your friendly and dedicated financial adviser. Since 2013, Nicole has been on a mission to help people like you achieve financial success and enjoy a worry-free life. With a Master's degree in Banking and Finance from Monash…
by Adviser Ratings
The Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers - or DDO) legislation was passed by parliament last week. The law introduces a design and distribution obligations regime for financial services firms…