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There are a lot of “smoke and mirrors” in the financial services industry and a lot of jargon. It could be argued that much of this jargon is used to confuse consumers and dissuade them from doing it themselves.
For a number of superannuation members, 2017/18 signals a need to revisit old budget spreadsheets, and work out how best to fund your ongoing living expenses.
Recently one of Australia’s main professional bodies for Financial advisers noted that one way to remain profitable was to take advantage of “the FoFA (Future of Financial Advice) conflicts of interest carve out for self-managed super funds.
With the “politics of envy” in full swing in Australia, tax advisers will no doubt continue to be a profession in demand.
As one of Australia’s truly independent financial advice firms, we are regularly asked to provide our opinion on key financial matters. We have included a selection below:
The age of the bespoke independent adviser is slowly dawning on the financial planning industry, Ben Smythe tells Jeremy Chunn.
A transition to retirement income pension (TRIP) is often referred to as some mysterious strategy that will change your life. The mechanics are straightforward but whether it will change your life will require investigation.
Aspiring to own the family home may no longer be the Australian Dream.
True independence is the road less travelled in financial planning. Ben Smythe explains why he decided to take that route anyway.