Archive | Financial Planning

Managed accounts, financial advice

Where does financial advice need to head?

The Royal Commission is exposing the product / advice disconnect, and different rules are required for aligned and non-aligned advisers to recognise the conflict in vertical integration. The medical profession is a model.

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Flexibility around the date of your retirement

Superannuation is a good long-term savings vehicle, but it comes with restrictions on contributions and lack of access to money. Retirement savings may be supplemented by other tax-effective structures.

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