Editor's Choice
Bell Asset Management announces new chief executive
The new chief executive was previously head of superannuation at Vanguard.
Betashares plans to launch first 'moderately geared' ETFs
Betashares is readying to launch Australia's first moderately geared ETFs on the ASX, as part of its new 'Wealth Builder' product suite.
The Aussie wealthtech firms that are 'most innovative'
The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut.
Vale Wayne McGauley
The financial services industry is remembering Wayne McGauley.
Further Reading
Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
Sponsored by | Quality and Yield. A Powerful combination.With central bank rates seemingly peaked, investors are not awaiting yield increases. We're bucking the trend with investment rates at decadal highs |
Sponsored by | Why it could be a good time to be a growth contrarianGrowth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay. |
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Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
So did Sam find the mistake of the Deferred benefit or did the client tell him the issue ?
That's the clincher as he would have proceeded with the advice without the mistake being found. So who found it ? Or the client would have lost $500k.
As for moving the retirement risk from the Govt guarantee with next to zero fees to a SMSF with full client risk and lots more fees. Mmmmmmm not something I'd back for advice unless some specific circumstances why the Govt guaranteed income wasn't the best option. Ballsy move I'd think.