ASIC sounds warning around high-yield bond scams
The corporate regulator has warned of a rise in scammers targeting Australian investors by pretending to be associated with well-known domestic and international financial service firms.
Categories for Financial Planning News
How to pass the diversification test
Diversification, spreading your money across a range of different assets rather than putting it all into one place, is one of the core principles of investment risk management. That's because investment returns from different assets are never consistent.
Rollout of Director ID Numbers (DIN) is ahead of schedule
Director identification numbers may be introduced sooner than expected for SMSFs with corporate trustees, with the government moving quickly with the rollout of systems and processes, according to a technical expert.
The perks of staying invested
In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market movements means you have to respond.
Retirees proceeding with downsizing plans as confidence rises
Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.
Early access boosted interest in advice
Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.
Returning expats reminded on tax snares with pensions, investments
With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.
Retirees need new super investment approach
The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.
Retirement the ‘number one trigger’ for financial advice
Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.
Approaching the dawn
COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?
