FEATURED CONTENT

Managing wealth transfer in a blended family

Managing wealth transfer in a blended family

Family education bonds can help divide wealth in blended families.

Legislated category

Tax (Financial) Advice

CPD hours
0.75
Legislated CPD Hours
Minimising taxation on super death benefits

Minimising taxation on super death benefits

Recent changes to super rules can assist in reducing the incidence of tax upon super death benefits

Legislated category

Tax (Financial) Advice

CPD hours
0.50
Legislated CPD Hours
Variations to Ongoing Fee Arrangements

Variations to Ongoing Fee Arrangements

Understand the components required in fulfilling Ongoing Fee Arrangements.

Legislated category

Regulatory Compliance & Consumer Protection

CPD hours
0.50
Legislated CPD Hours
Insurance companies are changing the rules

Insurance companies are changing the rules

APRA has announced a shakeup to income protection policies, and none of it benefits the customer.

Legislated category

Client Care & Practice

CPD hours
0.25
Legislated CPD Hours
Where are all the women

Where are all the women?

Mercer research has ranked Australia 12th in the world on gender diversity.

Legislated category

Professionalism & Ethics

CPD hours
1.00
Legislated CPD Hours
ESG fund flows reached a tipping point

Have ESG fund flows reached a tipping point?

Global sustainable funds rose to a record US$2.2 trillion in the second quarter of 2021.

Legislated category

General

CPD hours
0.25
Legislated CPD Hours