Separately Managed Accounts. What makes them so appealing?

The simple answer is they suit the circumstances of a lot of investors. But how do you know if they’re right for you? Read more

Has super left your estate up in the air?

For couples where neither member has $1.6 million, it would appear that this change would have no impact. This is not the case however. Read more

Donna Picton on ‘Professionalism and red tape’

Elston featured in Financial Planning Magazine – August 2017 Read more

The new SMSF advice licensing regime for accountants can be tricky to navigate

Mark Smith discusses with Professional Planner Magazine some of the challenges accountants face in a post FOFA world. Read more

Damon Bensein talks characteristics of future leading advisory firms

Elston featured in Money and Life by The Financial Planning Association of Australia Read more

Switching our US exposure to be currency unhedged

Investing in international markets can provide diversification benefits and access to sectors not available domestically, particularly given the Australian market’s sector concentration to Financials. Read more

best superannuation investment options

Best Superannuation Investment Options of 2017

The best superannuation investment options will always be the ones that are tailored to the investor, whether they undertake this journey themselves or with the collaboration of a good financial adviser. Read more

Brett Ulrick discusses the importance of trust in our industry

Elston featured in Financial Planning Magazine – June 2017 Read more

Achieving insurance claim certainty

When it comes to life insurance advice, there’s one critical service from advisers that can’t be matched or challenged: claim time. Read more