It is important for advisers to be aware of the key issues the ATO will consider when assessing the tax treatment of death benefit payments, says an industry expert.
Helen Blackford, formerly chief executive of Insignia Financial s licensing and professional services businesses, will now lead Nestworth Financial Strategists.
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl.
Following the closure of four investment teams last month by First Sentier Investors, Colonial First State has proposed multiple replacement managers for the CFSIL funds.