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Connecting Investors with Ideas

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    Many people are reluctant to plan financially for their death, and it’s not simply a matter of passing money to heirs. Far more tax-effective techniques are available which can make inheritance simpler.

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    By understanding superannuation law and implementing the right structure, SMSF members can ensure their super is passed onto their heirs after death with a minimum of fuss.

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    The 17% tax on the taxable component of superannuation paid to non-dependants upon death acts like a death duty, and it’s worthwhile finding out how to avoid it using legal means.

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    Retirement planning is often based on average expected returns, average expected cost of living and average life expectancy. But all of these variables can vary adversely, and we need more on the range of outcomes.

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    Financial adviser education, training and legislating ethical standards will help improve ‘best interests’ practices, but what about adviser experience? This important quality is near impossible to regulate.

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    Retirement is not a steady state of more time for holidays and family. Planning must allow for the onset of part-disability and disability, and costs can rise significantly in the final ‘frailty’ years.

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    The Royal Commission focusses heavily on poor incentives amid a sea of damnation and exhaustively-documented case studies, but does not provide answers, especially on the vexed issue of best interests.

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    Are the costs of accommodating and financing your adult children at home adversely affecting your retirement savings? Supporting family is important, but so is setting up your own comfortable retirement.

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    In Part 2 on roboadvice, we interview the CEO of a business that started out with the resources and ideas to deliver better outcomes to consumers, but decided to pivot away.

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    There are at least 20 businesses in Australia operating in ‘roboadvice’, yet it takes large scale to make these businesses profitable. Most will not make it independently and will need to choose another path.

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    In a response to Graham Hand’s article on why roboadvice is struggling, the case is made that conventional financial advice will increasingly confine itself to the wealthy, and the mass market needs another solution.

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    The current system is complex and inequitable, and those most affected by aged care anomalies are often least able to understand the consequences.

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    Depending on the type of fund you use and whether you pay for advice, there is a large difference in the size of fees. It might be worth paying for extras but choose the fund and advice level that suits you.

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    Humans “are fantastically adept at rationalising and believing what we want to believe.” The Royal Commission received fascinating research on conflicts of interest and why financial advisers compromise best interests duty.

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    Financial advice commissions and grandfathering have become among the more contentious issues at the Royal Commission. Here’s everything you need to know about where they came from but were afraid to ask.

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    Most financial advisers will say they have faced an increased level of scrutiny from clients due to the Royal Commission. The test is how the industry wins back trust.

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    A major publisher has discontinued a high-profile fund manager award due to short termism and the conflict of fund managers contributing to the revenues of the agencies doing the ratings.

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    Appointing an enduring Power of Attorney is one of those administrative tasks we often overlook, but it becomes increasingly important as we age. Make sure the attorney understands your needs.

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