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Showing 41 - 50 of 126 results for "Centrelink"

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... services because she wanted to empower people to achieve their financial dreams. She is focussed on superannuation and Centrelink maximisation strategies. "Dawn is a dedicated and passionate professional who works energetically to educate and improve ...

AFA, FPA slam haste in ending grandfathered commissions

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
... needs to be given where a client is prevented from moving products as a result of Capital Gains Tax, grandfathered Centrelink Asset Test treatment or insurance issues. The FPA said more than 50% of its members have made the transition. It wants the government ...

Advisers losing female clients

ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
... compassion after the tragedy, Powell was forced to re-live the experience as she battled insurance companies, lawyers, Centrelink and even frequent flier programs to get the family's affairs in order. After constantly moving as a child because of financial ...

Curtain call for industry body after 96 years

JAMIE WILLIAMSON  |  MONDAY, 14 JAN 2019
... older than the association itself. As such, SCOA also provides support and information for seniors around dealing with Centrelink, Age Pension eligibility, the National Disability Insurance Scheme, general healthcare, aged care and elder financial abuse. ...

AFA explains stance on grandfathered commissions

DARREN SNYDER  |  FRIDAY, 21 DEC 2018
... move people out of uncompetitive products, then there's a range of complications. Exit fees, capital gains tax, Centrelink deeming treatment of older income stream products, life insurance arrangements and the cost of the advice would all need to ...

Labor franking credit changes fair but not the best: Grattan

KANIKA SOOD  |  MONDAY, 26 NOV 2018
... disruption to tax neutrality. "The guarantee will apply only to an SMSF if one or more members of the fund were receiving a Centrelink pension before 28 March 2018. This 'at a point of time' approach means an SMSF that didn't qualify for ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
The emotionally taxing nature of aged care advice should be embraced with empathy. This was a key takeaway at yesterday's Financial Standard Best Practice Retirement Income Forum. After experiencing the highs and lows of transitioning her father ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... advising an average of three clients a week. So far, the bulk of interest in Leda has come from retirees struggling with Centrelink and their retirement savings. The firm also focuses on assisting people with disabilities and serious illnesses. "There ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... biggest decisions clients have to make is what type of living arrangements will be suit at retirement. This may affect Centrelink benefits and/or Department of Veterans' Affairs requirements for example, McMullen said, and other critical areas must ...

Drought-hit farmers turn to advice

KANIKA SOOD  |  MONDAY, 3 SEP 2018
... years." Condon says the accounting side of his business has come in handy as planners put together applications for Centrelink support, subsidies and aid. They have professionals on hand to assess on and off farm assets to see if the client meets the ...