In this episode Daniel Mikhail of Partners Wealth Group in Sydney will discuss wrap and managed accounts with you.
RG 146 is an ASIC regulation listing the minimum training you need to give financial advice. Here is Mark Sinclair of Mentor Education.
Qualifying for the age pension is an arduous exercise as you need to pass four hurdles. John Saunders of The Pittwater Partnership will go through these one by one.
How do you finance aged living? John Saunders of The Pittwater Partnership will walk you through RAD, DAP and the lot.
How do you finance business growth? What options do you have when a mortgage or bank loan is not an option? Here is Jeff Zulman of Trailblazer Finance with the answer.
Is it debt or equity? Scott Treatt of Pitcher Partners will walk you through Div 974 that governs the classification of debt and equity.
Mortgage brokering is a $344b industry right in front of us in the supply chain. Here is Jonathan Preston of Home Loan Experts with more insights.
CFDs are complicated. Jonathan Preston of HomeLoan Experts traded CFDs for quite a few years and will walk you through the ins and outs of CFD trading.
How to treat commercial debt forgiveness for tax purposes? Robert Campbell of McLeod Campbell will give you a helpful overview.