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22 November 2024
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An explanation of five areas of most interest to financial advisers and their clients, including home equity access, downsizing, Senior Cards, work tests and new transfer balance caps - all worth knowing about.
A few rules have changed, one is caught up in the legislative stage, and it's worth revising a couple of others. Around the age of 65, there are specific super opportunities every retiree should know.
Understanding the new work test exemption rules may enable individuals to maximise their contributions to super and thus their tax effective retirement savings.
Super contribution changes that took effect on 1 July 2017 and other changes coming in from 1 July 2018 aren't all negative, leaving opportunities over the next few months to make the necessary adjustments.
Not all superannuation is the same. When making contributions after turning 65, it seems the rule for the work test is different for SMSFs and public funds.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.