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Browsing Archive: November, 2014

Why we're raving about FOFA

Posted by Naomi Rosenthal on Friday, November 28, 2014, In : Financial Planning 

Why we’re raving about FOFA

Last week, the senate disallowed amendments to the Future of Financial Advice Legislation. This week, some of the amendments are being reinstated.
When the former Labor Government originally introduced the FOFA Legislation, its original intent was designed to "ensure more Australians have access to high quality and affordable advice."
Let's address a few of the contentious rules, why we’re raving about them and what we're doing to ensure our clients are best place...

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Maximising Your Pension

Posted by Naomi Rosenthal on Friday, November 28, 2014, In : Financial Planning 
On 1 January 2015, the way in which superannuation funded “account based pensions” are assessed under the Centrelink and Veterans Affairs (DVA) income test will change. The change will also affect people with “allocated pensions”. In this article, any reference to account based pensions is taken to include allocated pensions.
In many cases, if you are receiving, or plan to receive income support payments from Centrelink/DVA, the new income test assessment may leave you worse off.
But th...

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